# Kaylin Dillon

> Kaylin Dillon is a fee-only financial advisor at Kaylin Dillon Financial Planning in Lawrence, Kansas, who holds the CFP credential. Kaylin charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets (ongoing planning from $7,200 a year and one-time plans from $8,400) and focuses on tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/kaylin-dillon/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Kaylin Dillon Financial Planning
- **Based in:** Lawrence, Kansas
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $7,200 a year; one-time plans from $8,400; no asset minimum
- **Assets under management (firm):** $14.5M across 106 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 6068537 (https://adviserinfo.sec.gov/individual/summary/6068537)
- **SEC registration:** Investment adviser representative in CA, KS, NY, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://kdfp.co

## Frequently asked questions

### Is Kaylin Dillon a fee-only financial advisor?

Yes. Kaylin Dillon is listed in 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 Kaylin's firm.

### How does Kaylin Dillon charge for financial advice?

Kaylin Dillon charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets.

### How much does Kaylin Dillon charge?

According to Kaylin Dillon Financial Planning's website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $8,400; no asset minimum.

### Where is Kaylin Dillon based?

Kaylin Dillon is based in Lawrence, Kansas.

### What does Kaylin Dillon specialize in?

Kaylin Dillon's specialties include tax planning and estate & legacy planning.

### What credentials does Kaylin Dillon hold?

Kaylin Dillon holds the CFP credential.

### Is Kaylin Dillon registered with the SEC?

Yes. Kaylin Dillon is registered as an investment adviser representative in CA, KS, NY and TX (CRD 6068537), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Kaylin Dillon Financial Planning manage?

Kaylin Dillon Financial Planning reports $14.5M across 106 accounts in assets under management.

### How do I contact Kaylin Dillon?

Through Kaylin Dillon's website, kdfp.co.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/kaylin-dillon-10076): 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://kaylindillonfinancial.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.