Kaylin Dillon is a CFP-designated registered investment advisor at Kaylin Dillon Financial Planning, based in Lawrence, KS, with 11 years of industry experience. Kaylin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 34 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | Included |
| $1.5M - $5.0M | 0.48% |
| $5M+ | Included |
For clients with at least $1,500,000 in assets under management, the annual fee is 0.48% of assets. Clients with less than $1,500,000 in assets under our management are charged a fixed annual fee of $7,200. The maximum annual fee for this service is $24,000. Fees are negotiable.
Fee Estimator
Contact
Kaylin Dillon
Location
1031 Vermont Street, Ste. 141, Lawrence, KS, 66044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kaylin is a non-managing member of Carter Management LLC (a family rental property company) and a member/passive investor at Adrian Bancshares, Inc. Kaylin is also a managing member of The Prenup Coach LLC, an educational media company, dedicating about 10% of her time to it.
Employment History
Current Registrations
Kaylin Dillon Financial Planning
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams