Kyle Kvalheim is a CFP-designated registered investment advisor at Kv Financial Advice LLC, based in Sandy Springs, GA, with 10 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, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Minimum annual fee of $5,000. Fee is negotiable.
Fee Estimator
Contact
Kyle Kvalheim
Location
Sandy Springs, GA
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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 →Employment History
Current Registrations
Kv Financial Advice LLC
Previous Registrations
Homrich Berg
Homrich Berg
Kv Financial Planning
Nova Wealth Management Group, LLC
Kv Financial Planning
Bt Wealth Management, LLC
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.