Kilcullin Financial Life Planning, LLC fees and pricing
Financial planner in Moscow Mills, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Kilcullin Financial Life Planning, LLC charges an annual fee of $1,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,500-$20,000/yr
“Our flat fee ranges from $1,500 to $20,000 per year, depending on the complexity of the engagement, and is paid in arrears in equal quarterly installments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kilcullin Financial Life Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are to be paid by check or draft from US-based financial institutions.”
- “We do not require a deposit; payment is due upon delivery of our invoice which coincides with the presentation of your plan/advice.”
- “An hourly engagement lasting more than one month will be billed at the end of each month for time incurred during that period.”
How Kilcullin Financial Life Planning, LLC’s fees compare
- Its annual fee of $1,500-$20,000 spans the Missouri median of $6,000. 69% of the 45 other Missouri planners that publish an annual fee charge less.
About Kilcullin Financial Life Planning, LLC
“We also provide educational workshops involving a broad range of financial planning and investing topics.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Equity compensation
- Cash flow and budgeting
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
- Clients
- 96
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $65,730,285
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281362
- Phone
- (636) 459-0725
Can advise clients in 3 states: Illinois, Louisiana, Missouri
Other planners in Missouri that publish fees
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/yr
- Aquilant AdvisorsSt. Louis$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.