Kilcullin Financial Life Planning, LLC

Overview

Kilcullin Financial Life Planning, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model mixes percentage-of-assets-under-management with hourly and fixed fees, and the firm operates primarily in a non-discretionary capacity—clients retain trading authority while the adviser provides plans, recommendations and portfolio guidance. Investment activity centers on pooled public investment vehicles rather than a high-touch direct-stock approach. The adviser is not positioned as an allocator to bespoke private managers but does incorporate third‑party alternative managers into client portfolios, specifically hedge funds and real estate strategies. Kilcullin Financial Life Planning is not an active ESG investor and is structured as a single-owner RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices