Kayla Deyer
Kayla Deyer is a CFP, ChFC-designated registered investment advisor at Bartlett & CO. Wealth Management LLC, based in Louisville, KY, with 10 years of industry experience. Kayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,257 clients with $9.4B 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 $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Fees are negotiable. Bartlett does discount or waive fees for employees, family members, or friends of the firm at our sole discretion.
Fee Estimator
Location
4350 Brownsboro Rd, Louisville, KY, 40207
Get directionsHistory
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
Kayla is a board member for Bringing Justice Home, an organization providing groceries to neighbors in need. She dedicates minimal time to this activity.
Employment History
Current Registrations
Bartlett & CO. Wealth Management LLC
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.