# Kyle Kues

> Kyle Kues is a fee-only financial advisor at Snowcap Financial LLC in Castle Rock, Colorado, who holds the CFP and MBA credentials. Kyle charges a percentage of assets and an ongoing planning fee.

Page: https://find.wellspent.co/advisors/kyle-kues/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Snowcap Financial LLC
- **Based in:** Castle Rock, Colorado
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $13.2M across 180 accounts
- **Credentials:** CFP, MBA
- **CRD:** 6987228 (https://adviserinfo.sec.gov/individual/summary/6987228)
- **SEC registration:** Investment adviser representative in CO, MA, OK, TX
- **Exams passed:** Series 65 (2018), Series 63 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://snowcapfinancial.com

## Frequently asked questions

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

Yes. Kyle Kues is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kyle's firm.

### How does Kyle charge for financial advice?

Kyle charges a percentage of assets and an ongoing planning fee.

### Does Kyle work with clients virtually?

Yes. Snowcap Financial LLC says on its website that it works with clients remotely.

### Where is Kyle Kues based?

Kyle Kues is based in Castle Rock, Colorado.

### What credentials does Kyle Kues hold?

Kyle Kues holds the CFP and MBA credentials.

### Is Kyle Kues registered with the SEC?

Yes. Kyle Kues is registered as an investment adviser representative in CO, MA, OK and TX (CRD 6987228), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Snowcap Financial LLC manage?

Snowcap Financial LLC reports $13.2M across 180 accounts in assets under management.

### How do I contact Kyle Kues?

Through Kyle's website, snowcapfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/kyle-kues-10338): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.snowcapfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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