Kyle Kuyat
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
We high earners with equity compensation plan for early retirement.
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Education Planning
- Equity Compensation
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
Pricing
- Hourly Rate — $500/hour
- One-Time Financial Planning Fee — $3,000 one-time
- Flat Fee/Retainer — $7,500 one-time
- Subscription — $300 monthly
- Percentage of Assets (AUM) — 0.15%–1% of AUM