Kyle Marcus Eaton
KE
CFP
Kyle Marcus Eaton
KE
CFP

Kyle Eaton

17 Years of Experience
Denton, TX

Kyle Eaton is a CFP-designated registered investment advisor at Hedgefield Wealth Management, based in Denton, TX, with 17 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, Estate Planning, and 5 more. Their firm serves 33 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$874K average
Assets Under Management
$28.9M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Kyle Marcus Eaton
KE
Kyle Eaton

Location

Denton, TX

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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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Other Business Activities

Kyle is the Founder and President of Counterbalance Divorce Solutions, providing divorce planning and consulting services to women. He spends a few hours per week on this business.

Employment History
Current Registrations
Hedgefield Wealth Management
April 2018 - Present · 8 yrs
Previous Registrations
Relevance Capital Management
March 2012 - March 2018 · 6 yrs
Rench & Muir Financial Advisors INC
April 2008 - December 2012 · 4 yrs 8 mos
State Registrations1 state
TX
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.
Kyle Marcus Eaton
KE
Contact
Kyle Eaton