# Geiser Wealth Planning

Geiser Wealth Planning is a Bank / Wealth / Trust based in Lexington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lexington, United States
- **Region:** North America
- **Address:** Lexington, KY, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** geiserwealthplanning.com

## Regulatory record

- **CRD number:** 328816
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-14T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328816

## About

Geiser Wealth Planning was established in 2023 and operates from Lexington, Kentucky. The firm registered as an investment adviser with a mandate to serve individual and high-net-worth clients through integrated wealth management, a departure from the commission-based brokerage models still prevalent across the Bluegrass region. The firm's stated service lines span investment management, financial planning, and wealth management. It operates as a fee-only fiduciary, meaning its compensation derives directly from client fees rather than product commissions or sales incentives. The geographic footprint remains concentrated in central Kentucky. Team size and assets under management are not publicly disclosed. The firm appears structured as a lean advisory practice, without adjacent philanthropic vehicles, real-asset arms, or external club affiliations visible in public filings. As a 2023 launch, Geiser Wealth Planning enters a consolidating wealth-management industry where independent RIAs have been taking share from traditional bank-affiliated advisers. Its structural differentiator is timing: building a fiduciary practice in a post-2022 market reset, when many clients are reevaluating advisory relationships.

## Questions

### Is Geiser Wealth Planning a fiduciary?

Yes, the firm operates as a registered investment adviser, which carries a fiduciary duty to act in clients' best interests. This structure means it is held to a higher standard of care than broker-dealers governed by suitability standards. The firm's ADV filings confirm its fee-only compensation model, eliminating commission-driven conflicts.

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Last updated: 2026-06-03T20:00:00.000Z

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