Kayla Tolunay
Kayla Tolunay is a CFP-designated registered investment advisor at Stavis Wealth Transfer Solutions, based in Houston, TX, with 10 years of industry experience. Kayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 1 more. Their firm serves 21 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Location
1330 Post Oak Blvd, Suite 2050, Houston, TX, 77056
Get directionsHistory
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
Kayla is an independent insurance agent since August 2024. This activity requires minimal time.
Employment History
Current Registrations
Stavis Wealth Transfer Solutions
Previous Registrations
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Tanglewood Total Wealth Management, INC.
Purshe Kaplan Sterling InvestmentsBroker
Ci Private Wealth
Purshe Kaplan Sterling InvestmentsBroker
Stavis & Cohen Private Wealth, LLC
Scf Private Wealth Holdings, LLC
Fsc Securities CorporationBroker
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.