Kyle Dodson
Kyle Dodson is a CFP-designated registered investment advisor at The Advisory Group of San Francisco, LLC, based in Miamisburg, OH, with 3 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 140 clients with $810M 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 | 1.10% |
Effective annual fee typically ranges from 0.35% to 1.10% of assets under management. Specific programs like WealthStep charge 0.85%.
Fee Estimator
Location
Miamisburg, OH
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 →Employment History
Current Registrations
The Advisory Group of San Francisco, LLC
Previous Registrations
Truepoint, INC.
State Registrations2 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
More Advisors
- Jeffrey Reis, CFPAmeriprise Financial Services, LLC
- Dawn Kramer, CFPEubel Brady & Suttman
- Amy Shreve, CFPEdward Jones
- Madeline Cook, CFPAmeriprise Financial Services, LLC
- Neerja Chaudhry, CFPAmeriprise Financial Services, LLC
- Matthew Dicicco, CFPEubel Brady & Suttman