Erik Geiser
Geiser Wealth Planning, LLC · Lexington, Kentucky
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).
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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 |
| Assets under management | $24.4M across 49 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in KY, PA · CRD 2792417 |
| Exams passed | Series 63 (1996) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | geiserwealthplanning.com |
| Profile |
How Erik's firm compares
- Geiser Wealth Planning, LLC's average account is about $498,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Erik
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Geiser Wealth Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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