# Kaysi Gordon Financial Planning

> Kaysi Gordon Financial Planning is a state-registered investment advisory firm in Rockville Centre, NY, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 317872
- Filed as: KAYSI GORDON FINANCIAL PLANNING
- Legal name: Kaysigordon LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockville Centre, NY
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317872
- AdvisorCensus page: https://advisorcensus.com/firm/kaysi-gordon-financial-planning-rockville-centre-ny-317872

## Quick answers

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

**Where is Kaysi Gordon Financial Planning located?**
Kaysi Gordon Financial Planning's principal office is in Rockville Centre, NY, according to its Form ADV.

**Is Kaysi Gordon Financial Planning registered with the SEC or a state?**
Kaysi Gordon Financial Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317872.

**How much does Kaysi Gordon Financial Planning manage?**
Kaysi Gordon Financial Planning reports $10,000,332 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does Kaysi Gordon Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32).

**Does Kaysi Gordon Financial Planning 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/317872

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,000,332
- Discretionary: $10,000,332
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $10,000,332 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kaysigordon.com](https://kaysigordon.com)
- Facebook @KaysiGordonFaithBlog
- Instagram @kaysigordon
- LinkedIn @kaysian-gordon-mba-cfp®-cdfa®-cpa-49550186
- X @KaysianGordon
- YouTube @UCOUkxsFMxUNQw0Pw7fRsbug

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kaysi Gordon Financial Planning (CRD 317872): Form ADV filing data as of October 2026.