KS
CFP
KS
CFP
Kyle Spahn
17 Years of Experience
Scottsdale, AZ
2 Disclosures
Kyle Spahn is a CFP-designated registered investment advisor at Spahn Wealth & Retirement LLC, based in Scottsdale, AZ, with 17 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 120 clients with $170M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
120 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$167.4M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4310 North 75th Street, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
March 2015Criminal
February 1989Final Disposition
Employment History
Current Registrations
Spahn Wealth & Retirement LLC
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Taurum Retirement Partners, LLC
January 2016 - January 2017 · 1 yr
Gallacher Capital Management, LLC
April 2015 - December 2015 · 8 mos
Strategic Advisers, INC.
April 2008 - March 2015 · 6 yrs 11 mos
State Registrations1 state
AZ
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.