Kyle Wetters is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Champaign, IL, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
301 N Neil Street, Suite 303, Champaign, IL, 61820
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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 Activities
Kyle is a finance committee member for Carle Foundation and Habitat for Humanity of Champaign County, and a board member for Illini Rebounders and Mahomet Seymour Education Foundation. These activities involve reviewing finances, organizing events, and supporting students and faculty, taking minimal time each month.
Employment History
Current Registrations
Tenet Wealth Partners, LLC
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial 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.