# Kaylin Dillon Financial Planning

> Kaylin Dillon Financial Planning is a state-registered investment advisory firm in Lawrence, KS, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 313944
- Filed as: KAYLIN DILLON FINANCIAL PLANNING
- Legal name: Kaylin Dillon Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lawrence, KS
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313944
- AdvisorCensus page: https://advisorcensus.com/firm/kaylin-dillon-financial-planning-lawrence-ks-313944

## Quick answers

**How is Kaylin Dillon Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Kaylin Dillon Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Kaylin Dillon Financial Planning located?**
Kaylin Dillon Financial Planning's principal office is in Lawrence, KS, according to its Form ADV.

**Is Kaylin Dillon Financial Planning registered with the SEC or a state?**
Kaylin Dillon Financial Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313944.

**How much does Kaylin Dillon Financial Planning manage?**
Kaylin Dillon Financial Planning reports $14,539,590 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**What types of clients does Kaylin Dillon Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (8).

**Does Kaylin Dillon Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313944

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,539,590
- Discretionary: $14,539,590
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $4,109,241 |
| High net worth individuals | 8 | $10,430,349 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, KS, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kaylindillon.com
- kaylindillonfinancial.com
- Facebook @kaylindillonfinancial
- Instagram @kaylindillonfinancial
- LinkedIn @kaylindillonfinancial
- X @kaylindillonfin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kaylin Dillon Financial Planning (CRD 313944): Form ADV filing data as of October 2026.