# Stephen Kylander

> Stephen Kylander is a fee-only financial advisor at Pallas Capital Advisors in Warren, Vermont. Stephen focuses on estate & legacy planning, retirement planning and small business owners. Pallas Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Pallas Capital Advisors
- **Based in:** Warren, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $4.31B across 4,210 accounts
- **Specialties:** Estate & legacy planning, Retirement planning, Small business owners, Equity compensation
- **Works with:** Ultra high net worth
- **CRD:** 5125357 (https://adviserinfo.sec.gov/individual/summary/5125357)
- **SEC registration:** Investment adviser representative in MA, VT
- **Exams passed:** Series 65 (2021)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** https://pallascapitaladvisors.com

## Frequently asked questions

### Is Stephen Kylander a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Pallas Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Pallas Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Kylander based?

Stephen Kylander is based in Warren, Vermont.

### What does Stephen specialize in?

Stephen's specialties include estate & legacy planning, retirement planning, small business owners and equity compensation. Stephen works with ultra high net worth.

### Is Stephen Kylander registered with the SEC?

Yes. Stephen Kylander is registered as an investment adviser representative in MA and VT (CRD 5125357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pallas Capital Advisors manage?

Pallas Capital Advisors reports $4.31B across 4,210 accounts in assets under management.

### How do I contact Stephen Kylander?

Through Stephen's website, pallascapitaladvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5125357): 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://pallascapitaladvisors.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.