Kyle Kvalheim
KV Financial Advice LLC · Sandy Springs, Georgia
Kyle Kvalheim is a fee-only financial advisor at KV Financial Advice LLC in Sandy Springs, Georgia, who holds the CFP credential. KV Financial Advice LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | KV Financial Advice LLC |
|---|---|
| Based in | Sandy Springs, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.6M across 13 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6374100 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kyle's firm compares
- KV Financial Advice LLC's average account is about $582,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Kyle
Is Kyle Kvalheim a fee-only financial advisor?
Yes. Kyle Kvalheim 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's firm, KV Financial Advice LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kyle Kvalheim based?
Kyle Kvalheim is based in Sandy Springs, Georgia.
What credentials does Kyle Kvalheim hold?
Kyle Kvalheim holds the CFP credential.
Is Kyle Kvalheim registered with the SEC?
Yes. Kyle Kvalheim is registered as an investment adviser representative in GA (CRD 6374100), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does KV Financial Advice LLC manage?
KV Financial Advice LLC reports $7.6M across 13 accounts in assets under management.
How do I contact Kyle Kvalheim?
Contact details aren't on file yet. Search for KV Financial Advice LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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