Kaysian Gordon
Kaysian Gordon is a CFP-designated registered investment advisor at Kaysi Gordon Financial Planning, based in Valley Stream, NY, with 19 years of industry experience. Kaysian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 32 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable. Investment Management Services are available for Clients utilizing our Ongoing Financial Planning.
Fee Estimator
Contact
Kaysian Gordon
Location
Valley Stream, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kaysian Gordon is an author and public speaker. The time devoted to these activities generally takes place outside of normal trading hours.
Employment History
Current Registrations
Kaysi Gordon Financial Planning
Previous Registrations
Clarus Group LLC
Commonwealth Financial NetworkBroker
UBS Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams