KB
CFP
KB
CFP

Kyle Brandon Beissel

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
3,068 clients
Average Client Portfolio
$295K average
Assets Under Management
$906.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.75%
$250K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees are subject to negotiation.

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

275 Hess Boulevard, Suite 100, Lancaster, PA, 17601

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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
Faithward Advisors, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Savant Wealth Management
May 2023 - April 2024 · 11 mos
Domani Wealth, LLC
June 2018 - August 2023 · 5 yrs 2 mos
State Registrations4 states
MDNJPAVA
Advisor
Exams
No exam information available for this advisor.
Kyle Brandon Beissel - Financial Advisor | TrueAdvisor