Kyle Elliott is a registered investment advisor at Convergence Financial, based in Fayette, MO, with 26 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,222 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.
Location
119 North Main Street, Fayette, MO, 65248
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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.
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Kyle operates under the DBA Commercial Trust Financial Services since 2009 and works as a notary. He also serves on the management team overseeing the trust department at Commercial Trust Company and provides investment advisory services through Convergence Financial, LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
Convergence Financial
LPL Financial LLCBroker
Previous Registrations
Good Life Advisors, LLC
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations13 states
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.