Kyle Penders is a CFP-designated registered investment advisor at Defining Wealth, based in Franklin, TN, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 182 clients with $50M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
182 clients
Average Client Portfolio
$276K average
Assets Under Management
$50.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees for accounts over $10,000,000 are negotiable. Accounts are aggregated within the same household for fee discounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Franklin, TN
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2026Employment History
Current Registrations
Defining Wealth
August 2026 - Present · 2 mos
Previous Registrations
Steward Partners Investment Advisory, LLC
May 2026 - June 2026 · 1 mo
Steward Partners Investment Solutions, LLCBroker
April 2026 - June 2026 · 2 mos
Charles Schwab & CO., INC.
August 2022 - February 2026 · 3 yrs 6 mos
Charles Schwab & CO., INC.Broker
June 2022 - February 2026 · 3 yrs 8 mos
State Registrations4 states
OHPATNTX
Advisor
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
No exam information available for this advisor.
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