KEJ Financial Advisors
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About
KEJ Financial Advisors serves middle‑ and upper‑income individuals and families with comprehensive, fee‑only financial planning that can include tax preparation, retirement planning, estate plan reviews, risk management and small‑business planning. The firm does not sell investment or insurance products, does not accept commissions or referral fees, and delivers services through open retainers, project retainers, financial fitness reviews and hourly project work.
Investment recommendations are tailored to a client’s tax situation, risk tolerance and personal goals and generally favor no‑load mutual funds; the firm uses public research sources and conducts periodic reviews of net worth, asset allocation and investment inventory. KEJ operates predominantly on a non‑discretionary basis and will execute purchases or sales only with client authorization rather than exercising ongoing trading discretion.
KEJ’s fee model is retainer‑based rather than a typical percentage‑of‑assets structure, with fees structured around base, income and net‑worth components plus project and hourly options, and the brochure states the firm maintains $58,298,498 in non‑discretionary assets under management. The firm integrates tax and financial planning in its advice, is affiliated with fee‑only professional organizations, and its principal holds advanced credentials (CFA, CFP® and Enrolled Agent), reflecting the combination of investment, tax and planning capabilities.
Client services
Expertise
Fee options
Project Retainer fees may be a fixed fee agreed based on estimated time; minimum $2,000; Financial Fitness Review flat fee is $1,200.
$1 - $49,999: $250 fee $50,000 - $99,999: $950 fee $100,000 - $299,999: $1,600 fee $300,000 - $449,999: $4,000 fee $450,000 - $719,999: $5,000 fee $720,000 - $1,079,999: $6,500 fee $1,080,000 - $1,349,999: $8,500 fee $1,350,000 - $1,799,999: $10,000 fee $1,800,000 - $2,899,999: $12,000 fee $2,900,000 - $4,499,999: $16,000 fee $4,500,000 - $6,499,999: $22,500 fee $6,500,000 - $8,499,000: $30,000 fee $8,500,000 - $9,999,999: $40,000 fee $10,000,000 - $11,999,999: $45,000 fee $12,000,000 - $13,999,999: $50,000 fee $14,000,000+: $55,000 fee
Hourly rate for Project Work and smaller projects is $325 per hour.
Minimum fee: Minimum Project Retainer Fee is $2,000. Fee-only: Open Retainer annual fees range $2,800–$60,000 combining base fee, 1% income component, and net worth component fees; Financial Fitness Review fee is $1,200; Project Work hourly rate is $325/hr.
Main office
Newtown PA
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
Also doing business as
Kej Financial Advisors · Kej Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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