Kayse Kress is a CFP-designated registered investment advisor at Docsfp, based in Newington, CT, with 16 years of industry experience. Kayse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 33 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered at no additional cost to clients who are actively engaged in an hourly financial planning agreement with DocsFP. Either the client or DocsFP can terminate the investment management engagement at any time without fees.
Location
Newington, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kayse is an adjunct professor at Central Connecticut State University since 2018. She dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Docsfp
Previous Registrations
Physician Wealth Services, LLC
More with Less Financial Planning, LLC
Connecticut Wealth Management, LLC
LPL Financial LLC
State Registrations3 states
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.