Kyle O'dell is a registered investment advisor at Edgerock Wealth Management, based in Denver, CO, with 13 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 575 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
7001 East Belleview Avenue, Suite 800, Denver, CO, 80237
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is the president of Edgerock Wealth Management, LLC, where he focuses on insurance sales and services full-time. He also serves as president of Edgerock Capital, dedicating minimal time to securities sales, and owns Edgerock Marketing, spending minimal time on marketing activities.
Employment History
Current Registrations
Edgerock Wealth Management
Previous Registrations
Ae Wealth Management, LLC
First American National Investment Advisors, LLC
Corecap Advisors
First American National Investment Advisors, LLC
Questar Asset Management, INC.
State Registrations1 state
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.