Lesley Kilcullin
Lesley Kilcullin is a CFP-designated registered investment advisor at Kilcullin Financial Life Planning, LLC, based in Moscow Mills, MO, with 14 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 5 more. Their firm serves 96 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kilcullin Financial Life Planning no longer offers standalone investment management or asset-based fee schedules. Portfolio management is now provided as part of their comprehensive annual flat-fee financial planning engagements.
Contact
Lesley Kilcullin
Location
Moscow Mills, MO
Get directionsHistory
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