Geiser Wealth Planning is a registered investment advisor founded in 2023 and based in Lexington, Kentucky. The firm offers wealth management services that combine investment management and ongoing financial planning. Investment management involves creating a personalized portfolio of stocks, bonds, mutual funds, and exchange-traded funds based on your goals, risk tolerance, and tax considerations. Geiser Wealth Planning operates as a fee-only firm, meaning compensation comes solely from clients rather than commissions or third-party products. As part of wealth management, clients also receive continuous financial planning covering cash flow, retirement, tax strategies, estate planning, insurance, and college savings at no additional cost. The firm does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000.
