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Kyle Rakestraw

1 Year of Experience
Phoenix, AZ

Kyle Rakestraw is a registered investment advisor at Verab Financial Advisory LLC, based in Phoenix, AZ, with 1 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Basic financial literacy and coaching — $100/hour
  • Financial consultation on investment choices — $150/hour
Hourly Rate:$100 - $150/hr
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Location

Phoenix, AZ

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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
Verab Financial Advisory LLC
October 2024 - Present · 1 yr 7 mos
State Registrations1 state
AZ
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.