KB
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
3,136 clients
Average Client Portfolio
$767K average
Assets Under Management
$2.4B
Fee Structure
Hourly Rate:Up to $500/hr
Investment management fees range up to 2.50% annually, depending on complexity and assets managed. Financial planning is offered on an hourly basis (up to $500/hour) or a fixed fee. Retirement plan consulting fees can be based on a percentage of plan assets (up to 1.25% annually), hourly (up to $400/hour), or a flat rate. Fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information
Office location
55 West Street, Suite 201, Walpole, MA, 02081
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2017Final
Other Business ActivitiesSells Insurance
Kyle works for Patriot Financial Group providing investment advisory services and Waypoint Wealth Management for financial services and fixed insurance. Both activities take up a full-time commitment each.
Employment History
Current Registrations
The Patriot Financial Group, LLC
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Financial Specialists LLCBroker
December 2022 - October 2025 · 2 yrs 10 mos
Securities America, INC.Broker
July 2018 - December 2022 · 4 yrs 5 mos
LPL Financial LLC Broker
April 2016 - July 2018 · 2 yrs 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.