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Kyle Marcus Eaton

Kyle M. Eaton

HEDGEFIELD WEALTH MANAGEMENT
Denton, TX
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CRD#: 5009276
Kyle Marcus Eaton

Professional summary

Kyle Marcus Eaton, CFP® is a registered financial advisor currently at HEDGEFIELD WEALTH MANAGEMENT located in Denton, Texas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kyle has worked at 3 firms and has passed the Series 65 exam.

Core Areas of Focus

Business Owners
Charitable Giving
Divorce Planning
Retirement Plan Investment Advice
Tax Planning
Women's Financial Planning Issues

Question & Answer

What are your service offerings?
Divorce Planning
Investment Planning
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Marcus Eaton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

April 5, 2018 - Present

HEDGEFIELD WEALTH MANAGEMENT

RIA
CRD#: 292442
Denton, TX
Past

March 22, 2012 - March 27, 2018

RELEVANCE CAPITAL MANAGEMENT

RIA
CRD#: 159983
DENTON, TX
Past

April 24, 2008 - December 31, 2012

RENCH & MUIR FINANCIAL ADVISORS INC

RIA
CRD#: 108984
DENTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/5/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/23/2008
Uniform Investment Adviser Law Examination

Current Firm

HEDGEFIELD WEALTH MANAGEMENT
HEDGEFIELD WEALTH MANAGEMENT
HEDGEFIELD WEALTH MANAGEMENT | HEDGEFIELD WEALTH MANAGEMENT LLC

CRD#: 292442 / SEC#:

Texas
Registered Investment Advisory firm - (4/5/2018 Approved)
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Contact information

Main Address
Denton, TX
Mailing Address
P.o. Box 203, Denton, TX 76202
Phone number
(844) 433-4396
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts113
AUM (Assets Under Management)$ 28,857,947

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HEDGEFIELD WEALTH MANAGEMENT

HEDGEFIELD WEALTH MANAGEMENT

CRD#: 292442Denton, TX

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Contact information

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