Cale Yost is a registered investment advisor at Blazing Star Financial, based in Lawrence, KS, with 2 years of industry experience. Cale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 23 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Annual investment management fees may be negotiable.
Fee Estimator
Location
Lawrence, KS
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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.
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Cale is employed by the Kansas Air National Guard, dedicating about 10-20% of his time, with a small portion during trading hours. He is also a Principal of Blazing Star Tax, LLC, providing tax preparation and small business consulting services, which takes about 10% of his time.
Employment History
Current Registrations
Blazing Star Financial
State Registrations2 states
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