Kyle Rolek is a CFP-designated registered investment advisor at Rolek Retirement Planning, based in Berwyn, PA, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 262 clients with $240M 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 |
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| Any | Included |
Fee Estimator
Location
1055 Westlakes Drive, Suite 300, Berwyn, PA, 19312
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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 →Other Business ActivitiesSells Insurance
Kyle sells insurance products to retail clients, dedicating about 10% of his time during trading hours.
Employment History
Current Registrations
Rolek Retirement Planning
Previous Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Access Advisors, LLC
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
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.