Kyle Attarian is a CFA, CFP-designated registered investment advisor at Plancorp, LLC, 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 2,383 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plancorp charges an asset-based fee for wealth management services that combine investment management and financial planning, or for standalone investment management. Clients are generally subject to a minimum annual fee of $12,000.
Contact
Kyle Attarian
Location
Franklin, TN
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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
Plancorp, LLC
Previous Registrations
Morgan Keegan & Company, INC.
State Registrations4 states
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
Additional Information
Kyle has a passion for giving back and community involvement. As a former board member of Nurses for Newborns and current member of Mid South Therapy Dogs & Friends, Kyle devotes much of his free time to supporting both organizations’ missions. He also enjoys traveling, sports, exercise, anything outdoors and spending time with his wife and young daughters.
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