Kyle Smith is a registered investment advisor at Polymath Financial, LLC, based in Orlando, FL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1 clients with $870K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Polymath Financial does not directly manage investments. Instead, they connect clients with third-party money managers. The maximum combined annual fee charged by Polymath Financial and the third-party money managers will not exceed 2.00%. The third-party managers pay Polymath Financial a portion of the investment advisory fee they charge the client.
Location
450 South Orange Ave, 3rd Floor, Orlando, FL, 32801
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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
Polymath Financial, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
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.