Kyle Hurt
Foundry Financial · Costa Mesa, California
Kyle Hurt is a fee-only financial advisor at Foundry Financial in Costa Mesa, California, who holds the CFP credential. Foundry Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Foundry Financial |
|---|---|
| Based in | Costa Mesa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $232.6M across 626 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7147698 |
| Exams passed | Series 65 (2019) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | retirementplanning.mykajabi.com |
How Kyle's firm compares
- Foundry Financial's average account is about $372,000, from its Form ADV (assets managed divided by 626 accounts).
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Questions about Kyle
Is Kyle Hurt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Foundry Financial 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, Foundry Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kyle Hurt based?
Kyle Hurt is based in Costa Mesa, California.
What credentials does Kyle Hurt hold?
Kyle Hurt holds the CFP credential.
Is Kyle Hurt registered with the SEC?
Yes. Kyle Hurt is registered as an investment adviser representative in CA (CRD 7147698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Foundry Financial manage?
Foundry Financial reports $232.6M across 626 accounts in assets under management.
How do I contact Kyle Hurt?
Through Kyle's website, retirementplanning.mykajabi.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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