Kyle Marburger is a registered investment advisor at Wealth Advisory Solutions, LLC, based in Zionsville, IN, with 9 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 660 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cedar Wealth Partners charges up to 2.25% of your portfolio's value annually for investment management. This fee includes both the advisor fee and the investment management fee. The exact fee may be lower, depending on factors like the amount you invest and the complexity of your account. Financial planning is included at no additional cost for investment management clients.
Location
1630 W Oak St, Suite 201, Zionsville, IN, 46077
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle operates under the DBA O'Neill Asset Management, providing insurance and advisory services, dedicating a few hours per week to insurance services. He also serves as Vice President providing office support for O'Neill Asset Management, spending nearly full-time on this role.
Employment History
Current Registrations
Wealth Advisory Solutions, LLC
Previous Registrations
Gradient Wealth Management
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.