Kyle M. Eaton

HEDGEFIELD WEALTH MANAGEMENT

Denton, TX

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CRD#: 5009276

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.

Question & Answer

What are your service offerings?

Divorce Planning

Investment Planning

Tax Planning

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

Divorce Planning

Retirement Plan Investment Adv...

Tax Planning

Women's Financial Planning Iss...

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.

Name of outside business: Counterbalance Divorce Solutions; Is the business investment related: No; Location of the business: 2308 Hollyhill Ln, Denton, TX USA 76205; Description of the business: Counterbalance Divorce Solutions provides divorce planning and consulting to moms between the ages of 35 and 50.; Position Title: Founder and President; Responsibilities Duties: Provide divorce planning to women who are in the process of a divorce. Planning includes but is not limited to helping them create their financial affidavit (balance sheet and budget), assessing the divorce settlement, and helping them create a plan for their situation post-divorce.; Start date with business: 2022-01-05; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

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 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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	113
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.

Contact information

(xxx) xxx-xxxx

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Kyle M. Eaton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HEDGEFIELD WEALTH MANAGEMENT

RELEVANCE CAPITAL MANAGEMENT

RENCH & MUIR FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/23/2008

Current Firm

HEDGEFIELD WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HEDGEFIELD WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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