Kyle Wright is a registered investment advisor at Creative Planning, based in Tulsa, OK, with 14 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Tulsa, OK
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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 sole proprietor in Olathe, Kansas, working as an employee for the Whitemen Officiating Association since 2014. He spends a few hours per week officiating sporting events, with no time spent during trading hours.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Cambridge Investment Research, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations2 states
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