Lesley Kilcullin
Lesley Kilcullin is a CFP-designated registered investment advisor at Kilcullin Financial Life Planning, LLC, based in Moscow Mills, MO, with 13 years of industry experience. Lesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 111 clients with $58M 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 $500K | 1.00% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.25% |
| $2M+ | 0.25% |
The asset-based fee is based on a blended tier. For the benefit of discounting your asset-based fee, Kilcullin Financial Life Planning will attempt to aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s.
Fee Estimator
Contact
Lesley Kilcullin
Location
Moscow Mills, MO
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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 →Employment History
Current Registrations
Kilcullin Financial Life Planning, LLC
Previous Registrations
Fiduciary Advisors, INC.
State Registrations3 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