# Erik Geiser

> Erik Geiser is a fee-only financial advisor at Geiser Wealth Planning, LLC in Lexington, Kentucky, who holds the CFP and MBA credentials. Erik charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum).

Page: https://find.wellspent.co/advisors/erik-geiser/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Geiser Wealth Planning, LLC
- **Based in:** Lexington, Kentucky
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $24.4M across 49 accounts
- **Credentials:** CFP, MBA
- **CRD:** 2792417 (https://adviserinfo.sec.gov/individual/summary/2792417)
- **SEC registration:** Investment adviser representative in KY, PA
- **Exams passed:** Series 63 (1996), Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://geiserwealthplanning.com

## Frequently asked questions

### Is Erik Geiser a fee-only financial advisor?

Yes. Erik Geiser is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Erik's firm.

### How does Erik charge for financial advice?

Erik charges a percentage of assets.

### How much does Erik charge?

According to Geiser Wealth Planning, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; no asset minimum.

### Where is Erik Geiser based?

Erik Geiser is based in Lexington, Kentucky.

### What credentials does Erik Geiser hold?

Erik Geiser holds the CFP and MBA credentials.

### Is Erik Geiser registered with the SEC?

Yes. Erik Geiser is registered as an investment adviser representative in KY and PA (CRD 2792417), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Geiser Wealth Planning, LLC manage?

Geiser Wealth Planning, LLC reports $24.4M across 49 accounts in assets under management.

### How do I contact Erik Geiser?

Through Erik's website, geiserwealthplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50904): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://geiserwealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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