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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-15-2024
- Office Locations
- 1
Office Locations
About Geiser Wealth Planning, LLC
Geiser Wealth Planning, LLC is a Lexington, KY-based wealth planning firm providing financial planning, including retirement, tax and estate planning, insurance, and portfolio construction. The practice emphasizes asset allocation and risk management using public funds, ETFs, mutual funds, and fixed income. Prospects can schedule an initial consultation online (Calendly), and the firm reports custody through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 49 clients, or 49 clients per representative. That equates to $498.5K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on January 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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The full Geiser Wealth Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIK PAUL GEISER
Chief Compliance Officer
- CRD
- #2792417
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,425,572 | -- |
| Total | $24,425,572 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Geiser Wealth Planning, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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