Lesley Kilcullin (CFP®, MBA)
Lesley Kilcullin focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
Planning Specialties
Lesley Kilcullin is a fee-only registered investment advisor serving clients in the St. Louis, St. Charles, and the surrounding areas. She provides investment planning, retirement planning and cash flow planning.
Since Lesley is a fee-only advisor and does not sell products, she can provide non-biased recommendations and advice on an hourly or ongoing retainer basis, whichever is more appropriate for you.
She is committed to providing objective, affordable advice to people from all walks of life and income levels. There are no minimum asset sizes or income levels.
She is a member of the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only financial advisors, committed to taking the fiduciary oath and working in the best interest of the clients and a member of the Garrett Planning Network.
NAPFA Start Date
August 28, 2006
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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