Kyle Hoelzle
Physician Family Financial Advisors · Beaverton, Oregon
Kyle Hoelzle is a fee-only financial advisor at Physician Family Financial Advisors in Beaverton, Oregon. Physician Family Financial Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Physician Family Financial Advisors |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $284.9M across 639 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 6501467 |
| Exams passed | Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/13s1t7nwdvkxsdz6gifbot |
| Profile |
How Kyle's firm compares
- Physician Family Financial Advisors's average account is about $446,000, from its Form ADV (assets managed divided by 639 accounts).
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Questions about Kyle
Is Kyle Hoelzle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Physician Family Financial Advisors 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, Physician Family Financial Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Kyle Hoelzle based?
Kyle Hoelzle is based in Beaverton, Oregon.
Is Kyle Hoelzle registered with the SEC?
Yes. Kyle Hoelzle is registered as an investment adviser representative in OR and TX (CRD 6501467), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Physician Family Financial Advisors manage?
Physician Family Financial Advisors reports $284.9M across 639 accounts in assets under management.
How do I contact Kyle Hoelzle?
Through Kyle's website, open.spotify.com/show/13s1t7nwdvkxsdz6gifbot.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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