KP
CFP
KP
CFP

Kyle Pitts

28 Years of Experience
Little Rock, AR
1 Disclosure

Kyle Pitts is a CFP-designated registered investment advisor at Ifrah Financial Services, INC., based in Little Rock, AR, with 28 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 598 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
598 clients
Average Client Portfolio
$818K average
Assets Under Management
$489.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.30%
$2.5M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+1.00%

Fees are negotiable for assets exceeding $10 million or under special circumstances. Clients also pay a separate program fee of 0.50% per year for model portfolio management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

17300 Chenal Parkway, Suite 150, Little Rock, AR, 72223-5876

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2006
Closed-No Action
Other Business Activities

Kyle occasionally provides talent for movies, commercials, and other media through The Agency Inc. He started this activity in 2012 and dedicates some hours to it, occasionally during trading hours.

Employment History
Current Registrations
Ifrah Financial Services, INC.
February 2006 - Present · 20 yrs 9 mos
Previous Registrations
Hutchinson Financial, INC.
April 1998 - October 2006 · 8 yrs 6 mos
State Registrations1 state
AR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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