Advisor
Kyle Kuyat
Kyle Kuyat · Franklin, Tennessee
Fee-only verified Fiduciary State-registered CFP
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About
We high earners with equity compensation plan for early retirement. By creating customized equity off-ramps and building a tax planning strategy that helps you maximize what you've earned so you can enjoy the wealth you've built.
Who they serve
- Real estate investors
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Executives
- Founders
- HENRY (high earner, not rich yet)
- Ultra high net worth
- High earners
Services
- Stock Option Planning
- Risk Management
- Portfolio Management
- Pension Planning
- Life Transition Planning
- Insurance/Risk Management
- Financial Advice & Coaching
- Executive Compensation
- Charitable Giving
- Business Succession Planning
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Wealth Management
- Tax Strategy
- Social Security Planning
- Retirement Planning
Structured record
| Name | Kyle Kuyat |
|---|---|
| Firm | Kyle Kuyat |
| Location | Franklin, Tennessee |
| Fee model | Flat Fee/Retainer · One-Time Financial Planning Fee · Percentage of Assets (AUM) · Hourly Rate · Subscription |
| AUM | $25M - $100M |
| Founded | 2021 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Other |
| Investment approach | Blend of both · Active management |
| Website | http://www.definingwealth.com |
| https://www.linkedin.com/in/kylekuyat/ |
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Specialties
- Equity compensation
- Retirement planning
- Family wealth transfer
- Small business owners
- Pension planning