Kyle Kvalheim, CFP® KV Financial Planning, LLC

Contact this advisor

About Kyle Kvalheim, CFP®

Kyle is a financial planner with over eight years of experience advising clients in all aspects of their financial lives. He formed KV Financial Planning in 2016 to offer financial advice he feels good about from a small firm setting.

He spent the first six years of his career advising high net worth clients at one of the largest fee-only wealth management firms in the Southeast. From there, he spent two years helping run the wealth management affiliate of one of Atlanta’s largest accounting firms, serving a key role in growing the firm’s assets under management by more than 100%.

Kyle is a two-time graduate of Georgia Tech, earning a Bachelor’s Degree in Finance as well as an MBA (Go Jackets!). He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2011.

Away from the office, Kyle enjoys exploring Atlanta in search of the city’s best barbecue, burgers, and coffee. He is an avid fan of GT sports and remains active in the Tech community. As a life long car guy, he is also involved with the local chapter of the BMW Car Club of America and serves as the chapter treasurer. Kyle and his wife Maddy live in Brookhaven with their dog Blitz.

Kyle can be reached by phone at (404) 955-8242 and by email at kyle@kvfinancialplanning.com

Contact this advisor

Ideal Clients

  • Attorneys
  • Generation Y
  • Medical Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $167+/mo
  • AUM: 0.80%
  • Hourly Fee: $200/hr

 

SEC Records

States Registered

  • Georgia

File Complaint