Kyle William Householder

4 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingSpecial Needs PlanningFinancial Planning & CoachingHigh Net Worth

Petra Financial Advisors INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

359 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$387.8M

Fee Structure

Financial Planning:Included in AUM fee

Location

2 North Nevada Ave Suite 1300, Colorado Springs, CO, 80903-1626

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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.

Employment History

Current Registrations

Petra Financial Advisors INC

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Accelerated Wealth Advisors LLC

October 2021 - July 2023 · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.