Kyle Hogan
Uptick Partners · Nacogdoches, Texas
Kyle Hogan is a fee-only financial advisor at Uptick Partners in Nacogdoches, Texas, who holds the CFP credential. Uptick Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uptick Partners |
|---|---|
| Based in | Nacogdoches, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 3,886 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 6152609 |
| Exams passed | Series 63 (2013) · Series 66 (2013) |
| Firm size | 25 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.holisticplanning.com |
How Kyle's firm compares
- Uptick Partners's average account is about $274,000, from its Form ADV (assets managed divided by 3,886 accounts).
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Questions about Kyle
Is Kyle Hogan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Uptick Partners 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, Uptick Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kyle Hogan based?
Kyle Hogan is based in Nacogdoches, Texas.
What credentials does Kyle Hogan hold?
Kyle Hogan holds the CFP credential.
Is Kyle Hogan registered with the SEC?
Yes. Kyle Hogan is registered as an investment adviser representative in KS and TX (CRD 6152609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Uptick Partners manage?
Uptick Partners reports $1.06B across 3,886 accounts in assets under management.
How do I contact Kyle Hogan?
Through Kyle's website, www.holisticplanning.com.
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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