KAI Advisors is a boutique fee-only personal financial planning and investment management firm located in Princeton Jct., NJ and serving families and small businesses nationwide.
Ajay Kaisth is a CERTIFIED FINANCIAL PLANNER™ certificant and a CHARTERED RETIREMENT PLANNING COUNSELORS designee.
He has been a member of NAPFA, the National Association of Professional Financial Advisors, since 2004. NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. He founded the Princeton Study Group for NAPFA in 2006 and currently serves as a study group leader. He is also a member of the Financial Planning Association (FPA) as well as the FPA NJ Chapter. He also participates in the Mercer County Estate Planning Council.
Ajay has been a speaker at NAPFA study groups and conferences, has served on FPA NJ committees, and has been quoted in periodicals such as Kiplingers, Inc., Wall Street Journal, Investment News, Financial Planning as well as by Reuters and WSJ.com.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kai Advisors, LLC | Princeton Junction, NJ | Mar 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- NJ
- NY
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Total Assets Under Management54MILLIONS
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Total Number of Accounts328ACCOUNTS
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Average Account Value$163,313
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NJ, NY
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