# Kyle Kuyat

> Kyle Kuyat is a fee-only financial advisor at Defining Wealth in Franklin, Tennessee, who holds the CFP credential. Kyle charges a flat fee or retainer, a one-time planning fee, a percentage of assets, hourly fees and a subscription (one-time plans from $4,500) and focuses on equity compensation, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/kyle-kuyat/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Defining Wealth
- **Based in:** Franklin, Tennessee
- **Fee model:** Flat fee or retainer; One-time planning fee; Percentage of assets; Hourly; Subscription
- **Fees (firm's website):** one-time plans from $4,500
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25M - $100M
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Family wealth transfer, Small business owners, Pension planning, Founders (pre-exit), Estate & legacy planning, Tax planning
- **Works with:** Real estate investors, Early-career professionals, Pre-retirees, Retirees, Multi-generational families, Executives, Founders, HENRY (High Earners, Not Rich Yet), Ultra high net worth, High earners, Tech employees
- **CRD:** 6336414 (https://adviserinfo.sec.gov/individual/summary/6336414)
- **SEC registration:** Investment adviser representative in MI, OH, PA, TN
- **Exams passed:** Series 63 (2016)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.definingwealth.com

## 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.

## Frequently asked questions

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

Yes. Kyle Kuyat is listed in the public advisor directory (listed as 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 flat fee or retainer, a one-time planning fee, a percentage of assets, hourly fees and a subscription.

### How much does Kyle charge?

According to Defining Wealth's website, checked October 28, 2026: one-time plans from $4,500.

### Where is Kyle Kuyat based?

Kyle Kuyat is based in Franklin, Tennessee.

### What does Kyle specialize in?

Kyle's specialties include equity compensation, retirement planning, family wealth transfer, small business owners, pension planning and founders (pre-exit). Kyle works with real estate investors, early-career professionals, pre-retirees, retirees and multi-generational families.

### What credentials does Kyle Kuyat hold?

Kyle Kuyat holds the CFP credential.

### Is Kyle Kuyat registered with the SEC?

Yes. Kyle Kuyat is registered as an investment adviser representative in MI, OH, PA and TN (CRD 6336414), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Defining Wealth manage?

Defining Wealth reports $25M - $100M in assets under management.

### How do I contact Kyle Kuyat?

Through Kyle's website, www.definingwealth.com.

## Sources

- Public advisor directory: listed as 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://definingwealth.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.