KH
KH

Kaitlin Marie Hyland

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
2,401 clients
Average Client Portfolio
$394K average
Assets Under Management
$945.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

22 Calendar Court, 2nd Floor, La Grange, IL, 60525

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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
Horizon Wealth Management
May 2025 - Present · 9 mos
Previous Registrations
Cresset Asset Management, LLC
August 2022 - April 2025 · 2 yrs 8 mos
Horizon Wealth Management
June 2021 - August 2022 · 1 yr 2 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.