Kyle Hogan is a CFP-designated registered investment advisor at Uptick Partners, LLC, based in Westwood, KS, with 12 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 1,139 clients with $1.1B 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 | 1.50% |
Maximum annual fee is 1.50% based on a blended tier fee schedule. Fees are negotiable and may vary by client.
Fee Estimator
Location
1901 W 47th Place, #103, Westwood, KS, 66205
Get directionsHistory
Regulatory History (1)
Criminal
February 2008Other Business Activities
Kyle is the Vice President of a Business Networking Organization (BNI) since October 2024. He spends a few hours per week assisting with membership committee functions.
Employment History
Current Registrations
Uptick Partners, LLC
Previous Registrations
Buttonwood Financial Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
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
More Advisors
- Mitchell Smith, CFPUptick Partners, LLC
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