Kyle Walters is a CFP-designated registered investment advisor at Apeiron, based in Dallas, TX, with 22 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 752 clients with $730M 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 $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.55% |
Fees are generally negotiable.
Fee Estimator
Location
10000 North Central Expressway, Suite 700, Dallas, TX, 75231
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kyle is the proprietor/owner of L&H CPA's and Advisors, dedicating about 10% of his time to accounting or tax preparation. Kyle also sells insurance products as an independent insurance agent, which accounts for approximately 10% of his time.
Employment History
Current Registrations
Apeiron
Previous Registrations
Wfg Advisors, LP
Wfg Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.