KAYLIN DILLON FINANCIAL PLANNING

Overview

Kaylin Dillon Financial Planning is an independent, owner-operated RIA organized as an LLC and led by Kaylin Dillon. The firm serves individuals and families with a mix of financial planning and discretionary portfolio management. Its fee model combines percentage-of-AUM billing with hourly and fixed-fee planning engagements, which points to a hybrid advice-first approach where comprehensive planning and execution can coexist. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios, with an expressed emphasis on ESG considerations. The firm does not act as a capital allocator itself; instead it accesses alternatives and specialized strategies through third-party managers. Advisory services extend beyond individual households to small businesses and institutional portfolios at a modest scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices