JayKay Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JayKay Wealth Advisors serves individual and high‑net‑worth clients as well as retirement plan sponsors and charitable organizations, providing ongoing portfolio management, financial planning, and a range of retirement plan consulting services. The firm also arranges access to third‑party money managers and unified managed account wrap programs.
JKWAI typically manages client accounts on a discretionary, long‑term basis using modern portfolio theory and model portfolios, with regular monitoring and periodic rebalancing implemented through platforms such as SEI’s Asset Management Program and LPL’s Model Wealth Portfolios (MWP). Clients may enroll in wrap‑fee arrangements that bundle advisory, trade execution, custody, and reporting, and the firm applies household aggregation when determining fee bands.
Several features distinguish the firm from many peers: some of its advisors are registered representatives of a broker‑dealer and are licensed insurance agents, and the firm discloses participation in commissionable product and insurance sales as a potential conflict of interest. It also operates wrap fee programs, offers impersonal educational seminars/workshops at no charge, and combines a firmwide $1 million advisory minimum with access to LPL model portfolios that accept much smaller minimums, creating an atypical range of client entry points.
Client services
Expertise
Fee options
Fixed financial planning fees range from $1,500 to $100,000, negotiable.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,000,000: 0.70% $7,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.55% $15,000,001 - $20,000,000: 0.50% $20,000,001 - $25,000,000: 0.45% $25,000,001 - $30,000,000: 0.40% $30,000,001+: 0.35%
Registered representatives receive commissions for sale of securities and insurance products; commissions are not primary source of income.
Hourly financial planning rate is $250 per hour, negotiable.
Account minimum: $1,000,000 Minimum fee: Minimum fixed fee for financial planning services is $1,500; minimum hourly fee is $250 per hour. Fee-only: Financial planning fees charged on fixed fee basis between $1,500 and $100,000; hourly fees $250 per hour.
Main office
6200 Savoy Dr., #300
Houston TX 77036
Advisors at this office
3
Most active in
Louisiana · Texas
Also doing business as
Jaykay Wealth Advisors, Inc · Jaykay Wealth Advisors, Inc. · Kabad, Kanchan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anasuya M
CFP®, Series 66
Houston, TX
JayKay Wealth Advisors, Inc.
Anasuya Meyer is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with JayKay Wealth Advisors, Inc. since 2015 and also maintains an affiliation with LPL Financial. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary account management along with ERISA-focused fiduciary consulting for retirement plans.
Daniel D
CFP®, Series 63, Series 66
Houston, TX
JayKay Wealth Advisors, Inc.
Daniel Duckett is a CFP® professional with 12 years of industry experience. He currently works at JayKay Wealth Advisors, Inc. and has previously been affiliated with firms including Fidelity and Motley Fool Wealth Management. He holds Series 63 and Series 66 licenses. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting services. The firm manages client accounts on a discretionary, long-term basis using model portfolios and modern portfolio theory, and offers a range of wrap-fee programs alongside educational seminars.
Jayanth K
CFP®, Series 63, Series 65
Houston, TX
JayKay Wealth Advisors, Inc.
Jayanth Kabad is a CFP® professional with 39 years of experience in the financial services industry. He is affiliated with JayKay Wealth Advisors, Inc. and has worked with LPL Financial LLC since 2008. Kabad is a board member of the Jayanth and Kanchan Kabad Private Foundation, a nonprofit organization he established in 2014, and is also writing a book of memoirs. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary management through direct and third-party platforms.
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