Kaylin Dillon Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,539,590
Clients
34
24% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
HighAverage account size
$427,635
About
The firm provides financial planning and investment management to individual clients (including non‑HNW and high‑net‑worth households) and to organizational clients such as charitable organizations and corporations. Services range from one‑time comprehensive plans to ongoing planning with investment management, and include specialized offerings such as prenuptial financial disclosures, a Newlywed Session, and optional Saturday meetings for clients who need weekend access.
Investment management is discretionary and built around strategic asset allocation and modern portfolio theory, blending active and passive managers and allowing for socially responsible (ESG) approaches and alternative assets when appropriate. The adviser also reviews and provides recommendations for held‑away accounts (401(k)s, 529s, variable annuities) and reports approximately $14.5 million in discretionary assets under management while providing advisory oversight for accounts it does not directly custody.
What is distinctive about the firm relative to many solo independent advisers is its explicit provision of portfolio management to institutional clients (charities and businesses), an offering that is uncommon among peers. The firm also emphasizes practical, life‑stage services (prenup prep and newlywed follow‑ups), supports held‑away account access without retaining client login credentials, and discloses use of third‑party referral arrangements referenced in its brochure.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Equity Recipients (RS/RSU, SOP, ESPP)
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Demographic focus
Newlywed/Engaged
Married/Couples/Partners
Fee options
One-time Financial Plan: $8,400; Ongoing Comprehensive Financial Planning: $8,400 first year, $7,200 subsequent years; Standalone Investment Management: $7,200 fixed fee under $1.5M assets; Saturday Sessions: $200 each
$0 - $1,500,000: Included in fixed financial planning fee or $7,200 fixed annual fee for Standalone Investment Management $1,500,001 - $5,000,000: 0.48% of assets under management $5,000,001+: $24,000 max annual fee
$350 per hour for limited scope financial planning
Account minimum: $1,500,000 Minimum fee: $7,200 annually for Standalone Investment Management service for accounts under $1,500,000 Fee-only: One-time Financial Plan fee: $8,400; Ongoing Comprehensive Financial Planning fixed fee: $8,400 first year, $7,200 each subsequent year; Limited Scope Financial Planning hourly rate: $350/hour; Saturday Sessions add-on: $200 per session
Main office location
Kaylin Dillon Financial Planning
1031 Vermont Street, Ste. 141
Lawrence KS 66044, United States
Number of offices
1
Most active in
Kaylin Dillon Financial Planning has reported serving >5 clients in these states in the last 12 months.
California · Kansas · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
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Instagram
Website
(785) 838-5500
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