Kyle Kuyat
Defining Wealth · Franklin, Tennessee
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.
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Specialties
Who they serve
- 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
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.
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
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 |
| Assets under management | $25M - $100M |
| Firm founded | 2021 |
| Firm size | 6 - 20 employees |
| Credentials | CFP |
| Investment approach | Blend of both · Active management |
| SEC registration | Investment adviser representative in MI, OH, PA, TN · CRD 6336414 |
| Exams passed | Series 63 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.definingwealth.com |
| Profile |
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Questions about Kyle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Defining Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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