Kaylin Dillon Financial Planning
Lawrence, Kansas
Kaylin Dillon Financial Planning at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 34 individual clients, 8 of them high net worth.
- Its average account is about $137,000 (assets it manages divided by its 106 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Lawrence, Kansas |
|---|---|
| Website | kdfp.co |
| [email protected] | |
| Phone | (785) 838-5500 |
Questions about Kaylin Dillon Financial Planning
How much does Kaylin Dillon Financial Planning charge?
Kaylin Dillon Financial Planning publishes these prices: ongoing planning: from $7,200 a year; one-time plan: from $8,400. We found this on its website, checked October 28, 2026.
Does Kaylin Dillon Financial Planning have an account minimum?
No. Kaylin Dillon Financial Planning says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Kaylin Dillon Financial Planning paid?
Kaylin Dillon Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Kaylin Dillon Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Kaylin Dillon Financial Planning.
What is the average account at Kaylin Dillon Financial Planning?
Kaylin Dillon Financial Planning's average account is about $137,000. That's the assets on its Form ADV divided by its 106 accounts.
What does Kaylin Dillon Financial Planning specialize in?
Kaylin Dillon Financial Planning's advisors and website list tax planning and estate & legacy planning.
Kaylin Dillon Financial Planning 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.
| Ongoing planning | From $7,200 a year |
|---|---|
| One-time plan | From $8,400 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"$7,200 Year 2+" source
"$8,400 Flat Fee" source
"I created a fee-only practice with no minimum asset requirement" 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 | $15 million |
| Individual clients | 26 |
| High-net-worth clients | 8 |
| Accounts managed | 106 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 313944 |