Kaylin Dillon Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“We also provide limited scope financial planning services at the rate of $350 per hour.”

Flat or project fee

$8,400

“One-time Financial Plan KDFP charges $8,400 for a One-time Financial Plan.”

Annual fee

$8,400/yr

“Ongoing Comprehensive Financial Planning KDFP charges a $8,400 annual fee for the first year of Ongoing Comprehensive Financial Planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kaylin Dillon Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for a One-time Financial Plan and add-on services, if applicable, are payable by electronic funds transfer.”
• “The annual fee will be paid in arrears, in equal quarterly installments, by electronic funds transfer.”
• “The fee may be negotiable, depending on the complexity and needs of the client.”

How Kaylin Dillon Financial Planning’s fees compare

• Its hourly rate of $350 is above the Kansas median of $250. 83% of the 59 other Kansas planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Lawrence that publish an hourly rate charge less.
• Its flat or project fee of $8,400 is above the Kansas median of $3,500. 86% of the 43 other Kansas planners that publish a flat or project fee charge less.
• Its annual fee of $8,400 is above the Kansas median of $5,050. 76% of the 21 other Kansas planners that publish an annual fee charge less.

About Kaylin Dillon Financial Planning

• Principal: Kaylin Dillon
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.48% a year

Clients

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$14,539,590

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313944

Website

instagram.com/kaylindillonfinancial (opens in new tab)

Phone

(785) 838-5500

Can advise clients in 3 states: California, Kansas, New York

Other planners in Lawrence that publish fees

• Mattern Wealth Management LLCLawrence$300/hr
• Retirement Portfolios, LLCLawrence$500⁠-⁠$10,000
• The Perspective GroupLawrence$250⁠-⁠$325/hr, $5,000/yr
• Abundance Wealth ManagementManhattan$250/hr, $3,000
• Agh Wealth Advisors, LLCWichita$350/hr
• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr

Compare all 7 planners in Lawrence