Kyle Matkaitis is a CFP-designated registered investment advisor at Whisper Wealth Builders, based in Oak Lawn, IL, with 16 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 34 clients with $9.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual fee of 0.85% of assets under management, billed quarterly in arrears. Investment management requires an active Whisper Wealth Membership.
Fee Estimator
Location
Oak Lawn, IL
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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.
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Kyle is the Founder and CCO of Whisper Wealth Builders LLC, a financial planning and investment advisory firm. This is a full-time position for Kyle.
Employment History
Current Registrations
Whisper Wealth Builders
Previous Registrations
Origin Financial
Vector Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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
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