Kaylin Dillon Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,101,754
Total clients
23
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$178,337
Client services
Financial planning
Portfolio management
Fee options
One-time Financial Plan $5,800; Saturday Sessions at $200 per session
$0 - $1,000,000: Included in fixed financial planning fee for Ongoing Comprehensive Financial Planning + Investment Management; $4,800 fixed fee for Standalone Investment Management $1,000,001 - $5,000,000: 0.48% of assets under management $5,000,001+: Maximum annual fee of $24,000
Limited Scope Financial Planning at $350 per hour
Minimum fee: $4,800 annually for Standalone Investment Management under $1,000,000; $4,800 annual fee for Ongoing Comprehensive Financial Planning after first year Fee-only: One-time Financial Plan fee of $5,800; Ongoing Comprehensive Financial Planning fixed fees ($5,800 first year, $4,800 subsequent years)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Kaylin Dillon Financial Planning
1031 Vermont Street, Ste. 141
Lawrence KS 66044, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
(785) 838-5500
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