Kyle Thompson
Leetown Advisors · Ankeny, Iowa
Kyle Thompson is a fee-only financial advisor at Leetown Advisors in Ankeny, Iowa. Kyle focuses on tax planning and estate & legacy planning. Leetown Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Leetown Advisors |
|---|---|
| Based in | Ankeny, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $12.5M across 170 accounts |
| SEC registration | Investment adviser representative in IA · CRD 6598283 |
| Exams passed | Series 63 (2016) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | leetownadvisors.com |
| Profile |
How Kyle's firm compares
- Leetown Advisors's average account is about $74,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Kyle
Is Kyle Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Leetown Advisors 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, Leetown Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Kyle work with clients virtually?
Yes. Leetown Advisors says on its website that it works with clients remotely.
Where is Kyle Thompson based?
Kyle Thompson is based in Ankeny, Iowa.
What does Kyle specialize in?
Kyle's specialties include tax planning and estate & legacy planning.
Is Kyle Thompson registered with the SEC?
Yes. Kyle Thompson is registered as an investment adviser representative in IA (CRD 6598283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Leetown Advisors manage?
Leetown Advisors reports $12.5M across 170 accounts in assets under management.
How do I contact Kyle Thompson?
Through Kyle's website, leetownadvisors.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
- Leetown Advisors 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.
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