Kyle Mccune is a CFP-designated registered investment advisor at Reify Wealth Advisors, INC., based in Indianapolis, IN, with 4 years of industry experience. Kyle 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 3 more. Their firm serves 247 clients with $520M 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 | 0.50% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
3500 Depauw Blvd., Suite 1035, Indianapolis, IN, 46268
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
Reify Wealth Advisors, INC.
Previous Registrations
Bridge Financial Strategies, LLC
State Registrations1 state
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.