Kyle R Schwallier

CFP

Schwallier Wealth Management

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Schwallier Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

284 clients

Average Client Portfolio

$603K average

Assets Under Management

$171.3M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Minimum Annual Fee:$5,000

Location

607 Cascade West Parkway Se, Grand Rapids, MI, 49546

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Schwallier Wealth Management

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Fidelity Personal and Workplace Advisors

December 2021 - January 2024 · 2 yrs 1 mo

Fidelity Brokerage Services LLCBroker

November 2021 - January 2024 · 2 yrs 2 mos

Charles Schwab & CO., INC.

March 2019 - November 2021 · 2 yrs 8 mos

Charles Schwab & CO., INC.Broker

July 2018 - November 2021 · 3 yrs 4 mos

Securities America, INC.Broker

September 2017 - September 2017 · 0 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.