CRD: 281362
Kilcullin Financial Life Planning, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-14-2015
- Office Locations
- 1
Office Locations
About Kilcullin Financial Life Planning, LLC
Kilcullin Financial Life Planning, LLC is an independent, fee-only RIA serving the St. Louis/St. Charles, MO area. The firm provides financial and retirement planning plus investment reviews for individuals and families, with portfolios built using public funds such as mutual funds and ETFs. Led by advisor-owner Lesley Kilcullin; custodied at 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 147 clients, or 147 clients per representative. That equates to $447.1K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
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- Investment Vehicles
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Owner & Executives
LESLEY ANN KILCULLIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #6043832
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $65,730,285 | -- |
| Total | $65,730,285 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Kilcullin Financial Life Planning, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.