KP
KP

Kyle Peace

19 Years of Experience
Franklin, TN
BrokerSells Insurance

Kyle Peace is a registered investment advisor at Tlg Advisors, INC., based in Franklin, TN, with 19 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, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
311 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.

Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.

Loading...

Location

725 Cool Springs Blvd, Ste. 600, Franklin, TN, 37067

Get directions

History

Regulatory History
Clean regulatory record

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 a Regional VP at Millennium, involved in sales, investment-related activities, and the insurance business, dedicating a few hours per week. He is also an IAR at TLG Advisors Inc. and a business owner at Peace of Mind Financial Strategies, guiding clients through LTC, life insurance, and annuities, taking nearly full-time.

Employment History
Current Registrations
Tlg Advisors, INC.
February 2022 - Present · 4 yrs 3 mos
The Leaders Group, INC.
February 2022 - Present · 4 yrs 3 mos
The Leaders Group, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Nationwide Investment Advisors, LLC
December 2019 - July 2020 · 7 mos
Nationwide Investment Services CorporationBroker
December 2019 - July 2020 · 7 mos
Nationwide Securities, LLC
August 2008 - December 2019 · 11 yrs 4 mos
1717 Capital Management Company
February 2008 - August 2008 · 6 mos
Nationwide Securities, LLCBroker
January 2005 - December 2019 · 14 yrs 11 mos
State Registrations5 states
ALGANCSCTN
AdvisorBroker

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.