Advisor at The Perspective Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Perspective Group
Location
Lawrence, KS 66044
Credentials
CFP®, Series 66
Industry experience
21 years
Flat fees generally range from $500 to $5,000, may exceed $5,000 depending on complexity
$0 - $100,000: 1.15% $100,001 - $250,000: 1.10% $250,001 - $750,000: 1.00% $750,001 - $1,250,000: 0.95% $1,250,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.60% $10,000,001 - $12,500,000: 0.50% $12,500,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.40% $20,000,001+: Custom
$325/hour for lead CFP professionals; $250/hour for CFP and CPA professionals; $175/hour for analysis and administrative work
Fee-only: Hourly consulting rates from $175 to $325 per hour depending on professional level; fixed/flat fees from $500 to $5,000 or more
The Perspective Group
2015 - Present (11 years)
Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.)
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Lawrence, KS
Kaylin Dillon Financial Planning
Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨👩👧👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds
Series 66
Eudora, KS
Edward Jones
Series 66
Lawrence, KS
Edward Jones
Series 66
Lawrence, KS
Edward Jones
CFP®, Series 66
Lawrence, KS
Edward Jones
ChFC®, Series 63, Series 66
Lawrence, KS
Edward Jones
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