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Advisor

Kyle O'Connor

Kutscher Benner Barsness & Stevens · Seattle, Washington

Kyle O'Connor is a fee-only financial advisor at Kutscher Benner Barsness & Stevens in Seattle, Washington, who holds the CFP credential. Kutscher Benner Barsness & Stevens reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmKutscher Benner Barsness & Stevens
Based in Seattle, Washington
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$627.8M across 685 accounts
CredentialsCFP
SEC registration Investment adviser representative in WA · CRD 6259383
Exams passedSeries 66 (2014)
Firm size7 employees
Disclosures None reported
Websitewww.krbfinancial.com

How Kyle's firm compares

  • Kutscher Benner Barsness & Stevens's average account is about $916,000, from its Form ADV (assets managed divided by 685 accounts).

What fee-only advisors charge in Washington

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Questions about Kyle

Is Kyle O'Connor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Kutscher Benner Barsness & Stevens 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, Kutscher Benner Barsness & Stevens, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Kyle O'Connor based?

Kyle O'Connor is based in Seattle, Washington.

What credentials does Kyle O'Connor hold?

Kyle O'Connor holds the CFP credential.

Is Kyle O'Connor registered with the SEC?

Yes. Kyle O'Connor is registered as an investment adviser representative in WA (CRD 6259383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Kutscher Benner Barsness & Stevens manage?

Kutscher Benner Barsness & Stevens reports $627.8M across 685 accounts in assets under management.

How do I contact Kyle O'Connor?

Through Kyle's website, www.krbfinancial.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
  • 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.

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