Kyle Wilson
Sozo Private Wealth · Georgia
Kyle Wilson is a fee-only financial advisor at Sozo Private Wealth in Georgia, who holds the CFP credential. Kyle charges a percentage of assets.
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Who they serve
- High earners
- Ultra high net worth
- HENRY (High Earners, Not Rich Yet)
About
Sozo enables families to dream, define and experience life on purpose.
People experience Sozo as an outsourced CFO or COO team for the family. Sozo advisors provide support and help streamlining and simplifying leaders’ financial lives, so their current resources and future capacities are purposely working towards the life they desire for the people they love. Our firm learns what is important and then engages with the many important, but rarely urgent, topics that need coordination.
Money is hard to earn, it should never be lazy, it should have a job description, and sometimes we facilitate that effort.
For example, preparing for a liquidity event may seem distant but there are legal, tax and balance sheet implications that can be more effectively addressed prior to the point of transaction or signing an LOI.
Services
- Financial Planning
- Insurance/Risk Management
- Retirement Planning
- Trust Services
- Estate Planning
Facts
| Firm | Sozo Private Wealth |
|---|---|
| Based in | Georgia |
| Fee model | Percentage of assets |
| Assets under management | $25M - $100M |
| Firm founded | 2002 |
| Firm size | 6 - 20 employees |
| Credentials | CFP |
| Investment approach | Passive management |
| Website | sozowealth.com |
Request an introduction to Kyle
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Questions about Kyle
Is Kyle Wilson a fee-only financial advisor?
Yes. Kyle Wilson is listed in the public advisor directory (listed as fee-only).
How does Kyle charge for financial advice?
Kyle charges a percentage of assets.
Where is Kyle Wilson based?
Kyle Wilson is based in Georgia.
What credentials does Kyle Wilson hold?
Kyle Wilson holds the CFP credential.
How much does Sozo Private Wealth manage?
Sozo Private Wealth reports $25M - $100M in assets under management.
How do I contact Kyle Wilson?
Through Kyle's website, sozowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Directory listing last checked April 25, 2026.
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