Kilcullin Financial Life Planning, LLC

Overview

Kilcullin Financial Life Planning, LLC is an independent, individual-owned registered advisory firm that serves individuals and families. Its client-facing work centers on financial planning, portfolio management for individuals and small businesses, and running educational seminars and workshops. The firm charges clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements, and it operates as a non–multi-state and non-ESG–focused adviser. Kilcullin reports its advisory model as non-discretionary, which suggests clients retain final authority over trades and portfolio changes while the firm provides planning, allocation recommendations and ongoing monitoring. The firm is not listed as a pension consultant or related-adviser and does not position itself as a capital allocator.

Assets & Accounts

Investments & Alternatives