Kyle Green is a CFP-designated registered investment advisor at Sherwood Wealth Management, based in Sherwood, OR, with 5 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are based on a straight tier; all household accounts are charged a single percentage rate that declines as asset levels increase.
Fee Estimator
Location
Sherwood, OR
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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 works as a substitute teacher for grades K-12 in Oregon school districts, starting in November 2024. This non-investment-related activity takes nearly full-time hours per week, with about full-time hours occurring during securities trading hours.
Employment History
Current Registrations
Sherwood Wealth Management
Previous Registrations
Magpie Family Investment Services
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.