About Kyle
I believe financial planning should be personal, comprehensive, and aligned with your life — not driven by product sales or investment pitches. As a fee-only financial planner, my role is simple: to help you clarify your goals, reduce risk, make smart decisions, and build a financial life that supports the life you want to live. I work with clients at every stage, offering both focused planning projects and ongoing planning and investment management. Whether you’re navigating a major transition or looking for long-term guidance, I meet you where you are. I specialize in serving physicians, tech professionals, and small business owners — but I welcome anyone who values clarity, confidence, and peace of mind around their finances. If that sounds like you, I invite you to book a complimentary 30-minute introductory call to explore how we can work together.
Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Contact
Kyle Weisbrod
Location
Edmonds, WA
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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.
Learn about disclosures →Employment History
Current Registrations
One Day Wealth
Previous Registrations
Savvy
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.
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