Kaizerman & Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kaizerman & Associates, LLC is a state-registered advisory firm that serves individual and high‑net‑worth clients, as well as trusts, charitable organizations, and small businesses. The firm offers non‑discretionary portfolio management through its RASA 044 accounts, along with comprehensive and ongoing financial planning, consulting, and a maintained Beneficiary Directory service.
The firm documents client objectives, time horizons, tax considerations, and risk tolerance during an initial planning process and manages accounts on a non‑discretionary basis, obtaining client approval before executing transactions and reviewing accounts at least annually. Kaizerman & Associates’ investment work draws on fundamental, technical, and asset‑allocation analysis and may include mutual funds, ETFs, options and other securities as appropriate to client aims.
What is distinctive about the firm is that essentially all assets under management are handled non‑discretionarily, so clients retain trade approval rather than delegating execution authority, and several advisers maintain dual registrations as broker‑dealers and insurance agents and may offer commissionable products alongside advisory services; the brochure notes disclosures and supervisory procedures intended to address those conflicts. The firm manages roughly $26.4 million for a small client base and combines CFP/EA/CAIA‑designated staff with services such as tax preparation support and the office‑maintained Beneficiary Directory, which is not commonly offered by peers.
Client services
Expertise
Fee options
Financial Planning fixed fee typically ranges from $1,750 to $10,000; Beneficiary Directory initial implementation fee: $750; annual maintenance fee: $325.
Under $100,000 - $99,999: 1.50% annually (0.3750% quarterly) $100,000 - $299,999: 1.15% annually (0.2875% quarterly) $300,000 - $999,999: 1.00% annually (0.2500% quarterly) $1,000,000 - $2,999,999: 0.85% annually (0.2125% quarterly) $3,000,000+: 0.80% annually (0.2000% quarterly)
$150 to $300 per hour for Financial Planning services.
Fee-only: Financial Planning fees: Fixed fee range $1,750 to $10,000; Hourly fee range $150 to $300 per hour.
Main office
182 West Central Street, Suite 200
Natick MA 01760
Advisors at this office
2
Most active in
Massachusetts
Also doing business as
Kaizerman & Associates, LLC · Kaizerman + Associates · Kaizerman, Mark Haskell
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
Quick links
Advisors at this firm
Meghan W
CFP®, Series 63, Series 65
Natick, MA
Kaizerman & Associates, LLC
Meghan Waclawsky is a CFP® with nine years of industry experience and is currently a financial planner at Kaizerman & Associates, LLC. She previously worked at Wellington Management Advisers, Inc. and Wellington Management Company LLP. Meghan is also an enrolled agent with the IRS. Kaizerman & Associates serves individual and high-net-worth clients, trusts, charitable organizations, and small businesses by providing non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm emphasizes client involvement in trade decisions and integrates fundamental, technical, and asset-allocation analysis in its investment approach.
Alyx C
CFP®, Series 63
Natick, MA
Kaizerman & Associates, LLC
Alyx Cox is a CFP® professional with 15 years of industry experience, currently affiliated with Kaizerman & Associates, LLC in Natick, MA. Her prior roles include positions at OSAIC, Kovitz Securities, Kovitz Investment Group Partners, Northwestern Mutual Investment Services, and Thomas Canale. In addition to financial advising, Cox is an Enrolled Agent with the IRS and provides tax preparation services. Kaizerman & Associates, LLC serves individual and high-net-worth clients, trusts, charitable organizations, and small businesses with non-discretionary portfolio management and comprehensive financial planning. The firm emphasizes client approval of trades, incorporates fundamental, technical, and asset-allocation analysis, and offers additional services such as tax preparation support and a maintained Beneficiary Directory.
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