# Eric Kies

> Eric Kies is a fee-only financial advisor at The Planning Center in Moline, Illinois, who holds the CFP credential. The Planning Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-kies/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Planning Center
- **Based in:** Moline, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.37B across 3,032 accounts
- **Credentials:** CFP
- **CRD:** 4056054 (https://adviserinfo.sec.gov/individual/summary/4056054)
- **SEC registration:** Investment adviser representative in IA, IL, TX
- **Exams passed:** Series 66 (1999)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** https://www.theplanningcenter.com

## Frequently asked questions

### Is Eric Kies a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and The Planning Center reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, The Planning Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Eric Kies based?

Eric Kies is based in Moline, Illinois.

### What credentials does Eric Kies hold?

Eric Kies holds the CFP credential.

### Is Eric Kies registered with the SEC?

Yes. Eric Kies is registered as an investment adviser representative in IA, IL and TX (CRD 4056054), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Planning Center manage?

The Planning Center reports $1.37B across 3,032 accounts in assets under management.

### How do I contact Eric Kies?

Through Eric's website, www.theplanningcenter.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4056054): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.