# Kyle Neese

> Kyle Neese is a fee-only financial advisor at Sunpointe Investments in St. Louis, Missouri, who holds the CFA credential. Kyle focuses on tax planning, estate & legacy planning and family wealth transfer. Sunpointe Investments reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kyle-neese/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sunpointe Investments
- **Based in:** St. Louis, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $790.7M across 1,085 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Executives, Ultra high net worth, Multi-generational families
- **CRD:** 6647866 (https://adviserinfo.sec.gov/individual/summary/6647866)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 63 (2022)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.sunpointeinvestments.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Sunpointe Investments 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, Sunpointe Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kyle Neese based?

Kyle Neese is based in St. Louis, Missouri.

### What does Kyle specialize in?

Kyle's specialties include tax planning, estate & legacy planning and family wealth transfer. Kyle works with executives, ultra high net worth and multi-generational families.

### What credentials does Kyle Neese hold?

Kyle Neese holds the CFA credential.

### Is Kyle Neese registered with the SEC?

Yes. Kyle Neese is registered as an investment adviser representative in MO (CRD 6647866), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sunpointe Investments manage?

Sunpointe Investments reports $790.7M across 1,085 accounts in assets under management.

### How do I contact Kyle Neese?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6647866): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sunpointeinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.