Kyler Spencer
Kyler Spencer is a CFP-designated registered investment advisor at Assuredpartners Investment Advisors, based in Nashville, TN, with 8 years of industry experience. Kyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APIA's fee for managing your investments is a percentage of the value of your portfolio. This fee is negotiable, with a maximum of 2.5% per year. The exact percentage depends on the size of your portfolio, your household, the complexity of the advice, and the scope of the relationship. If APIA uses third-party investment advisors, the total fee is shared between APIA and the third-party advisor.
Location
Nashville, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyler serves on the board of directors for the National Association of Insurance and Financial Advisors Illinois Chapter, dedicating a few hours per week. He also works full-time as a financial advisor at FSM Wealth and AssuredPartners Investment Advisors, LLC.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Private Client Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
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.