Kylee Adamson
The Norden Group · Provo, Utah
Kylee Adamson is a fee-only financial advisor at The Norden Group in Provo, Utah, who holds the CFP credential. Kylee focuses on tax planning and estate & legacy planning. The Norden Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | The Norden Group |
|---|---|
| Based in | Provo, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.97B across 4,220 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7259915 |
| Exams passed | Series 65 (2020) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.thenordengroup.com |
How Kylee's firm compares
- The Norden Group's average account is about $466,000, from its Form ADV (assets managed divided by 4,220 accounts).
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Questions about Kylee
Is Kylee Adamson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kylee holds no broker registration, and The Norden Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kylee charge for financial advice?
Kylee's firm, The Norden Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kylee Adamson based?
Kylee Adamson is based in Provo, Utah.
What does Kylee specialize in?
Kylee's specialties include tax planning and estate & legacy planning.
What credentials does Kylee Adamson hold?
Kylee Adamson holds the CFP credential.
Is Kylee Adamson registered with the SEC?
Yes. Kylee Adamson is registered as an investment adviser representative in UT (CRD 7259915), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Norden Group manage?
The Norden Group reports $1.97B across 4,220 accounts in assets under management.
How do I contact Kylee Adamson?
Through Kylee's website, www.thenordengroup.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
- The Norden Group 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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