Kyle Wininger is a PFS-designated registered investment advisor at Avantax Planning Partners, INC., based in Louisville, KY, with 2 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
101 S Fifth Street, Suite 1700, Louisville, KY, 40202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle is a board member for the Boys & Girls Club of Evansville, Tri-State Food Bank, and COPS Connecting with Kids, dedicating minimal time to each. He also works as Vice President at Harding Shymanski and Company, an accounting firm, which takes nearly full-time.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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