# Kaysi Gordon Financial Planning

Kaysi Gordon Financial Planning is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kaysian-gordon-mba-cfp%c2%ae-cdfa%c2%ae-cpa-49550186

## Regulatory record

- **CRD number:** 317872
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317872

## About

KAYSI GORDON FINANCIAL PLANNING is a state-registered investment adviser in ROCKVILLE CENTRE, NY. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services

## People

- Kaysi Gordon — Founder

## Questions

### Is Kaysi Gordon Financial Planning a fiduciary?

As a registered investment advisor firm, Kaysi Gordon Financial Planning, through its principal Kaysi Gordon, operates under a fiduciary duty to its clients. This means the firm is legally obligated to put client interests ahead of its own when making investment recommendations, unlike broker-dealers who operate under a less stringent suitability standard.

### What services does Kaysi Gordon Financial Planning provide?

The firm offers comprehensive financial planning services including retirement planning, investment management, cash flow analysis, and goal-based wealth strategies. As a boutique RIA, services are delivered directly by Kaysi Gordon, ensuring continuity and personal accountability in the advisory relationship.

### How does the firm charge for its services?

Kaysi Gordon Financial Planning operates on a fee-only model, charging clients directly for advisory services rather than earning commissions on product sales. This compensation structure aligns the firm's incentives with client outcomes and reduces conflicts of interest compared to commission-based models.

### Is Kaysi Gordon Financial Planning affiliated with a larger financial institution?

No. The firm is independently owned and operated by Kaysi Gordon. It is not affiliated with any bank, insurance company, or broker-dealer network, which allows investment recommendations to be made without corporate product mandates or proprietary fund obligations.

### Does the firm manage pooled investment vehicles or private funds?

Kaysi Gordon Financial Planning does not sponsor or manage pooled investment vehicles, hedge funds, or private equity funds. The firm exclusively manages separately managed accounts tailored to individual client circumstances on a personalized basis.

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Last updated: 2026-06-03T20:00:00.000Z

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