# Kaizerman & Associates, LLC

> Kaizerman & Associates, LLC is a state-registered investment advisory firm in Natick, MA, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 128579
- Filed as: KAIZERMAN & ASSOCIATES, LLC
- Legal name: Kaizerman, Mark Haskell
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Natick, MA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128579
- AdvisorCensus page: https://advisorcensus.com/firm/kaizerman-and-associates-llc-natick-ma-128579

## Quick answers

**How is Kaizerman & Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kaizerman & Associates, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kaizerman & Associates, LLC located?**
Kaizerman & Associates, LLC's principal office is in Natick, MA, according to its Form ADV.

**Is Kaizerman & Associates, LLC registered with the SEC or a state?**
Kaizerman & Associates, LLC is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 128579.

**How much does Kaizerman & Associates, LLC manage?**
Kaizerman & Associates, LLC reports $26,429,147 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (0% discretionary).

**What types of clients does Kaizerman & Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (5).

**Does Kaizerman & Associates, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128579

**What changed in Kaizerman & Associates, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $26,429,147
- Discretionary: $0
- Non-discretionary: $26,429,147

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,284,299 |
| High net worth individuals | 10 | $24,144,848 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1995 (31 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kaizerman.com](https://kaizerman.com)
- Facebook @kaizerman.associates
- Instagram @abcs4xyzs
- LinkedIn @kaizerman-&-associates
- LinkedIn @alyx-m-cox-cfp
- LinkedIn @meghan-waclawsky-cfp®-caia-b4003b41

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kaizerman & Associates, LLC (CRD 128579): Form ADV filing data as of October 2026.