KF
KF

Kyle Fairall

11 Years of Experience
Broker

Kyle Fairall is a registered investment advisor at Ascentis Asset Management, LLC, based in Fort Bragg, CA, with 11 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,883 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$559.3M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

319 N. Main St, Fort Bragg, CA, 95437

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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 involved with several investment-related businesses, including Redwood Investments and Golden State Wealth Management, providing investment advisory and administrative services. He spends a significant amount of time, including nearly full-time, on these activities.

Employment History
Current Registrations
Ascentis Asset Management, LLC
March 2022 - Present · 4 yrs 1 mo
Golden State Wealth Management, LLC
February 2016 - Present · 10 yrs 2 mos
Redwood Investment Group, INC
March 2015 - Present · 11 yrs 1 mo
LPL Financial LLCBroker
July 2014 - Present · 11 yrs 9 mos
Previous Registrations
Golden State Asset Management
July 2020 - March 2022 · 1 yr 8 mos
State Registrations17 states
ARAZCACOFLIDILNCNVOHOKORPATXVAWAWI
AdvisorBrokerBoth

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.