Kyle E. Hill
HILL-TOP FINANCIAL PLANNING
Kansas City, MO
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CRD#: 6486538
Professional summary
Kyle Edmund Hill, CFP® is a registered financial advisor currently at HILL-TOP FINANCIAL PLANNING, LLC located in Kansas City, Missouri and SMARTPATH ADVISORS located in Kansas City, Missouri.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I grew up in Manhattan, Kansas and attended Kansas State University where I studied Business Administration and Leadership Studies. Upon graduation I moved to Kansas City and married my college sweetheart.
After gaining new perspectives in banking, I joined a wealth management firm where I spent six years in the investment world. It was at this time that my wife and I went through Dave Ramsey’s Financial Peace University, a class that forever changed my perspective on personal finance and altered my life trajectory. I went on to earn a Master of Science in Finance and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
When completing my studies I remember thinking to myself, “Why isn’t anyone working with my generation?”. I was routinely told that it could not be done because young people lacked the amount of investable assets needed to be desirable clients. In other words, most financial advisors considered working with young people a waste of their time. This narrative continued to weigh on my mind until I discovered XY Planning Network (XYPN), a network for financial planners catering to younger clients in an objective, fee-only capacity. I have since become a member of XYPN to define my vision of helping younger generations develop a plan to succeed financially so that they may live a great life and do good in the world.
I continue to call Kansas City home with my wife, our two young sons, and our two dogs. When I am not drawing up financial plans for clients, I enjoy coaching and watching my sons' sports teams, cheering on the K-State Wildcats, the Kansas City Royals, and the Kansas City Chiefs, and participating in my fantasy football leagues (This year is the year!).
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Debt Management
Budgeting
Estate Planning
Retirement Planning
Education Planning
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Generation X
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 the other business: Hill-Top Financial Planning, LLC Investment-related: Yes Address of the other business: 9016 N Manning Ave., Kansas City, MO 64157 Nature of the other business: Hill-Top Financial Planning, LLC is a financial planning and investment management firm Position/title: CEO and CCO Start date: August 2018 Approximate number of hours per month: 120 Approximate number of hours per month during securities trading hours: 120 Duties: Providing financial planning and investment management services
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Edmund Hill'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®
Start date: 2017
Experience
Current
October 23, 2018 - Present
HILL-TOP FINANCIAL PLANNING, LLC
RIA
CRD#: 296862
Kansas City, MO
Current
January 5, 2021 - Present
SMARTPATH ADVISORS
RIA
CRD#: 304563
KANSAS CITY, MO
Past
February 4, 2016 - August 8, 2018
PRAIRIE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 153588
KANSAS CITY, MO
Past
January 27, 2016 - February 4, 2016
UMB FINANCIAL SERVICES, INC.
RIA
CRD#: 17073
KANSAS CITY, MO
Past
June 1, 2015 - August 8, 2018
UMB FINANCIAL SERVICES, INC.
BD
CRD#: 17073
KANSAS CITY, MO
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
Kansas(7/28/2023)
IAR
Missouri(10/23/2018)
IAR
Texas(1/7/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HILL-TOP FINANCIAL PLANNING, LLC
HILL-TOP FINANCIAL PLANNING, LLC
CRD#: 296862 / SEC#:
Kansas
Registered Investment Advisory firm - (7/28/2023 Approved)Missouri
Registered Investment Advisory firm - (10/23/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Kansas City, MO
Mailing Address
Phone number
(816) 237-8584
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 2,849,977 |
Red Flags
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