Kaylin Dillon
Kaylin Dillon Financial Planning · Lawrence, Kansas
Kaylin Dillon is a fee-only financial advisor at Kaylin Dillon Financial Planning in Lawrence, Kansas, who holds the CFP credential.
- $7,200
- Ongoing planning, per year, from
- $8,400
- One-time plan, from
- $15M
- Firm assets managed
- $137,000
- Firm's average account
What Kaylin focuses on
How does Kaylin's firm compare?
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Ongoing planning starts at $7,200 a year, above the US median of $4,500 for fee-only firms that publish prices.
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A one-time plan starts at $8,400, above the US median of $2,000 for fee-only firms that publish prices.
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Kaylin Dillon Financial Planning's average account is about $137,000, from its Form ADV (assets managed divided by 106 accounts).
Questions about Kaylin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $14.5M across 106 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, KS, NY, TX · CRD 6068537 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kdfp.co |
| Profile |
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Other fee-only advisors in Lawrence
Other advisors in Kansas who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Kaylin Dillon Financial Planning 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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