Kilcullin Financial Life Planning, LLC
O Fallon, Missouri
Kilcullin Financial Life Planning, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 96 individual clients, 61 of them high net worth.
- Its average account is about $480,000 (assets it manages divided by its 137 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | O Fallon, Missouri |
|---|---|
| Website | kilcullinflp.com |
| [email protected] | |
| Phone | (636) 459-0725 |
Questions about Kilcullin Financial Life Planning, LLC
How is Kilcullin Financial Life Planning, LLC paid?
Kilcullin Financial Life Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Kilcullin Financial Life Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Kilcullin Financial Life Planning, LLC.
What is the average account at Kilcullin Financial Life Planning, LLC?
Kilcullin Financial Life Planning, LLC's average account is about $480,000. That's the assets on its Form ADV divided by its 137 accounts.
Kilcullin Financial Life Planning, LLC fees
Kilcullin Financial Life Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $66 million |
| Individual clients | 35 |
| High-net-worth clients | 61 |
| Accounts managed | 137 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 281362 |
Advisors at this firm (1)
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