Firm
Geiser Wealth Planning, LLC
Lexington, Kentucky
Fee-only
Geiser Wealth Planning, LLC at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 49 individual clients, 10 of them high net worth.
- Its average account is about $498,000 (assets it manages divided by its 49 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | geiserwealthplanning.com |
| [email protected] | |
| Phone | (502) 572-7443 |
Geiser Wealth Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"$0 - $1,000,000................................................................1.00%" source
"With GWP, you don't need to have "a minimum" amount of assets to have access to a financial plan." source
"$0 - $1,000,000................................................................1.00%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 39 |
| High-net-worth clients | 10 |
| Accounts managed | 49 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 328816 |