RIA Intel›Advisers›Missouri›KILCULLIN FINANCIAL LIFE PLANNING, LLC

KILCULLIN FINANCIAL LIFE PLANNING, LLC

Advisory

MO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MO

#299

of 342 advisers by AUM

Average account

$480K

across 137 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$66M

Discretionary AUM$0

Non-Discretionary AUM$66M

Discretionary %0%

Total Clients96

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, LA, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

96 clients

61 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

SIGMA ADVISORS, LLC

$65M

OPTIMUM WEALTH MANAGEMENT, LLC

$65M

BUILD ASSET MANAGEMENT, LLC

JEFFERSON CITY, MO

$65M

GREATER THAN FINANCIAL LLC

$64M

SCHNELL FINANCIAL GROUP, LLC

$67M

SHELLER WEALTH MANAGEMENT, INC.

$68M

Get the full picture on KILCULLIN FINANCIAL LIFE PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KILCULLIN FINANCIAL LIFE PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans