Kyle Kuyat is a CFP, ChFC-designated registered investment advisor at Defining Wealth, based in Franklin, TN, with 9 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 92 clients with $8.2M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Franklin, TN
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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 is co-founder and agent at Defining Wealth Risk Management LLC, an insurance agency, and also provides insurance consulting as Vice President of Business Development at Vision Wealth Insurance Services, LLC. He also founded Advantage Media LLC for tax purposes, creating non-investment related video and audio content; each of these activities takes about 10% of Kyle's time or less.
Employment History
Current Registrations
Defining Wealth
Previous Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
The Leaders Group, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations4 states
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