Eric Kies
The Planning Center · Moline, Illinois
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.
Request an introduction to Eric →
Facts
| Firm | The Planning Center |
|---|---|
| Based in | Moline, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.37B across 3,032 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, IL, TX · CRD 4056054 |
| Exams passed | Series 66 (1999) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.theplanningcenter.com |
How Eric's firm compares
- The Planning Center's average account is about $452,000, from its Form ADV (assets managed divided by 3,032 accounts).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.