Kyle McGrath
Riverpoint Wealth Management · Chicago, Illinois
Kyle McGrath is a fee-only financial advisor at Riverpoint Wealth Management in Chicago, Illinois, who holds the CFA credential. Kyle focuses on equity compensation, retirement planning and estate & legacy planning. Riverpoint Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Kyle →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Riverpoint Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $906.2M across 1,060 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 6300391 |
| Exams passed | Series 66 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.riverpointwealth.com |
| Profile |
Request an introduction to Kyle
Tell Kyle a little about what you're looking for. Kyle isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kyle
Is Kyle McGrath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Riverpoint Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle's firm, Riverpoint Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kyle McGrath based?
Kyle McGrath is based in Chicago, Illinois.
What does Kyle specialize in?
Kyle's specialties include equity compensation, retirement planning, estate & legacy planning, tax planning, family wealth transfer and divorce financial planning. Kyle works with multi-generational families.
What credentials does Kyle McGrath hold?
Kyle McGrath holds the CFA credential.
Is Kyle McGrath registered with the SEC?
Yes. Kyle McGrath is registered as an investment adviser representative in IL (CRD 6300391), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverpoint Wealth Management manage?
Riverpoint Wealth Management reports $906.2M across 1,060 accounts in assets under management.
How do I contact Kyle McGrath?
Through Kyle's website, www.riverpointwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Riverpoint Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.