MP
ChFC
MP
ChFC

Michael Pyle

3 Years of Experience
Lenexa, KS

Michael Pyle is a ChFC-designated registered investment advisor at Challenge Everything Financial LLC, based in Lenexa, KS, with 3 years of industry experience. Michael 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 4 more. Their firm serves 20 clients with $1.5M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$77K average
Assets Under Management
$1.5M

Fee Structure

CEF offers investment management as part of its Full-Service Money Advice and Investment Management Only Advice tiers. Fees are generally $750 per $100,000 in assets. For Investment Management Only Advice, fees range from $50-$375 per month. Fees are negotiable and outlined in the advisory contract.

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Location

Lenexa, KS

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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.

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Employment History
Current Registrations
Challenge Everything Financial LLC
February 2023 - Present · 3 yrs 3 mos
State Registrations2 states
KSTX
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.