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Brian Kaye

Advisor at Hightower Advisors

Updated today
Hightower Advisors logo

Firm

Hightower Advisors

Location

Fort Worth, TX 76109

Credentials

CFP®, Series 63

Industry experience

1 year

About

Brian Kaye is a CFP®-certified financial advisor with one year of industry experience, currently with Hightower Advisors in Fort Worth, TX. His prior roles include positions at Intrua Financial, LPL, and TeakTree Capital Management. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management through an Advisor Directed wrap program, employing a mix of fundamental and quantitative analysis alongside a variety of investment vehicles.

Client services

Based on Hightower Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Treasury management for corporate clients

Expertise

Based on Hightower Advisors

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Hightower Advisors

Founder/Business Owner Executive

Fee options

Fixed

Flat fees may be charged for financial planning and other services as determined by the Advisor Practice.

Commissions

Hightower Securities, an affiliate, receives commissions and fees related to pooled vehicles, mutual funds, insurance products, and alternative investments.

Project-based

Hourly charges may be applied for financial planning and other services as determined by the Advisor Practice.

Other

Fee-only: Fees are generally negotiable and may include hourly charges and flat fees for financial planning and other services.

Location

5600 Clearfork Main St., Suite 450

Fort Worth, TX 76109

Most active in

Texas

Work history

Hightower Advisors, LLC.

2026 - Present (1 year)

Unemployed

2025 - 2026 (1 year)

Intrua Financial

2023 - 2025 (2 years)

LPL

2023 - 2025 (2 years)

Unemployed

2023 - 2023 (1 year)

TeakTree Capital Management

2023 - 2023 (1 year)

Student at Houston Community College

2022 - 2023 (1 year)

H-E-B

2022 - 2022 (1 year)

Student at Texas Christian University

2018 - 2022 (4 years)

Trader Joe's

2017 - 2021 (4 years)

Student at Paschal High School

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Founder/Business Owner Christian Faith Based
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Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Annuities
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Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner
Warmer team member

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