# Kyle Fulton

> Kyle Fulton is a fee-only financial advisor at Seneca Private Wealth in Los Angeles, California. Kyle focuses on estate & legacy planning, tax planning and family wealth transfer. Seneca Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kyle-fulton/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Seneca Private Wealth
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $29.9M across 53 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 7400736 (https://adviserinfo.sec.gov/individual/summary/7400736)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://senecapw.com/

## Frequently asked questions

### Is Kyle Fulton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Seneca Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kyle charge for financial advice?

Kyle's firm, Seneca Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kyle Fulton based?

Kyle Fulton is based in Los Angeles, California.

### What does Kyle specialize in?

Kyle's specialties include estate & legacy planning, tax planning and family wealth transfer. Kyle works with ultra high net worth and multi-generational families.

### Is Kyle Fulton registered with the SEC?

Yes. Kyle Fulton is registered as an investment adviser representative in CA (CRD 7400736), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Seneca Private Wealth manage?

Seneca Private Wealth reports $29.9M across 53 accounts in assets under management.

### How do I contact Kyle Fulton?

Through Kyle's website, senecapw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7400736): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://senecapw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.