Fee-OnlyFinder

Kdt Advisors, LLC

Financial planning in Princeton, NJ

SEC registeredNo commissions reported

Call (929) 293-1270Send a messageMap ↗

Public-record details

Address
103 Carnegie Center, Suite 300, Princeton, NJ 08540
Phone
(929) 293-1270
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
289816
Registration
SEC registered since 2017-10-06
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$210.4 million
Accounts managed
60
Clients reported (Form ADV 5.D)
52
Individual / high-net-worth clients
5 / 26
Employees
5
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-06-04

SEC registered investment adviser, CRD 289816, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Princeton

Acorn Asset Management LLC300 Witherspoon Street, Suite 201 · Princeton, NJ 08542 · (609) 455-1223 · Financial planningCRD 340572 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMSEC registeredNo commissions reportedAdviso Wealth103 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (610) 840-2622 · Financial planningCRD 308198 · Hourly charges, Fixed fees · $3.6 million AUMState registeredNo commissions reportedAltman Investment Management LLC33 Witherspoon Street, 2nd Floor · Princeton, NJ 08542 · (609) 252-0048 · % of assets managedCRD 113832 · % of assets · $119.9 million AUMSEC registeredNo commissions reportedAnsonia Capital Advisors LLC342 Dodds Ln · Princeton, NJ 08540 · (917) 929-5108 · % of assets managedCRD 335574 · % of assets · $2.0 million AUMState registeredNo commissions reportedBergamot Asset Management LP300 Carnegie Center, Suite 140 · Princeton, NJ 08540 · (609) 917-7900 · Flat / fixed feesCRD 309424 · % of assets, Fixed fees, Performance-based fees · $106.5 million AUMSEC registeredNo commissions reportedBerunda Capital Management5 Independence Way, Suite 300 · Princeton, NJ 08540 · (267) 977-9620 · Financial planningCRD 297072 · % of assets, Fixed fees · $11.2 million AUMState registeredNo commissions reportedBlackrock Investment Management, LLC1 University Square Drive · Princeton, NJ 08540 · (609) 282-2000 · Flat / fixed feesCRD 108928 · % of assets, Fixed fees, Performance-based fees · $676.7 billion AUMSEC registeredNo commissions reportedBrennan Financial Group, LLC475 Wall Street · Princeton, NJ 08540 · (908) 428-6973 · Financial planningCRD 117644 · % of assets, Hourly charges, Fixed fees · $49.7 million AUMState registeredNo commissions reported

All 36 in Princeton →