Kyle Restad is a CFP-designated registered investment advisor at Abundance Financial Planning, based in Caldwell, ID, with 15 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $3,000 to $6,500 depending on complexity and scope, covering multiple areas of your financial life.
- Project-based and modular planning — $795 to $1,495 for focused engagements such as investment second opinions, retirement readiness reviews, Roth conversion considerations, college funding analysis, tax-efficiency observations, or portfolio structure reviews.
Location
Caldwell, ID
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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 →Employment History
Current Registrations
Abundance Financial Planning
Previous Registrations
Abundance Financial Planning
Edward Jones
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.
Exams
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