Kyle Wheeler is a CFP-designated registered investment advisor at Guidestone Advisors, based in Dallas, TX, with 10 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 2,089 clients with $2B 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 | 1.00% |
Maximum annual fee is up to 1.0% of assets under management depending on the program. Fees may be waived or negotiated at the firm's discretion.
Fee Estimator
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
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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
Guidestone Advisors
Guidestone Financial ServicesBroker
State Registrations51 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
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