Geiser Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,425,572
Clients
49
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$498,481
About
Geiser Wealth Planning, LLC is a fee-only, independent investment adviser operating as a single-advisor firm that serves individual and high-net-worth clients. The firm offers wealth management services that combine portfolio management and comprehensive financial planning without a stated minimum account size.
The firm develops individualized investment policies and asset-allocation targets and uses a mix of fundamental, technical and charting analysis, applying both passive and active strategies across stocks, bonds, mutual funds, ETFs, municipal securities and cash. Client accounts are managed on a non-discretionary basis, so the adviser obtains client approval before executing trades, and ongoing financial planning is provided at the client’s election at no additional fee.
Notable features that distinguish the firm from most peers are that all client accounts are enrolled in the firm’s wrap fee program, which bundles advisory and transaction costs, and that nearly all assets reported are non-discretionary (the firm reported $0 discretionary and $24,425,572 non-discretionary AUM as of December 31, 2025). As a recently formed sole-practitioner advisory firm led by a CFP®-certified advisor, the firm also requires clients to custody assets on its recommended institutional platform and leverages that custodian’s institutional services and tools.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: TBD
Fee-only: Fee-only firm; no commissions or sales-related compensation received
Main office location
Geiser Wealth Planning, LLC
Lexington KY, United States
Number of offices
1
Most active in
Geiser Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky · Pennsylvania
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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