TrueAdvisor
TrueAdvisor
KB
KB

Kyle Brady

Thepartners Wealth Management
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Thepartners Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
5,276 clients
Average Client Portfolio
$86K average
Assets Under Management
$454.5M

Fee Structure

Location

4671 Town Center Pkwy, Jacksonville, FL, 32246-7400

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.

Learn about disclosures →
Employment History
Current Registrations
Thepartners Wealth Management
August 2025 - Present · 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - August 2025 · 5 mos
Fidelity Personal and Workplace Advisors
April 2023 - March 2025 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
October 2022 - August 2025 · 2 yrs 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.