Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Smithville, MO
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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.
Learn about disclosures →Other Business Activities
Kyle is the owner/operator of Money Matters Tax and Financial Services, providing accounting services and tax preparation. This activity takes nearly all of Kyle's time, especially during tax season.
Employment History
Current Registrations
Lexaurum Advisors
June 2020 - Present · 5 yrs 9 mos
Previous Registrations
Rise Consulting, LLC
May 2020 - June 2020 · 1 mo
Avantax Advisory Services
January 2017 - May 2020 · 3 yrs 4 mos
Avantax Investment Services, INC.Broker
June 2016 - May 2020 · 3 yrs 11 mos
State Registrations1 state
MO
Advisor
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
No exam information available for this advisor.