Advisor at Kintra Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kintra Wealth, LLC
Location
Greenville, Ri 02828, RI 02828
Credentials
CFP®, Series 66
Industry experience
2 years
Carson Leydecker is a CFP® and holds a Series 66 license with two years of industry experience. He currently works at Kintra Wealth, LLC and Mutual Securities, Inc., and previously held roles at Loring Advisory Group, Commonwealth Financial Network, and Northwestern Mutual. Carson’s background includes experience in both financial services and earlier roles at organizations such as Turbonomic and The Aspen Institute. Kintra Wealth, LLC is a team-based firm serving clients with a collaborative approach to wealth management.
Based on Kintra Wealth, LLC
Based on Kintra Wealth, LLC
Fixed fees for financial planning generally range from $1,500 to $7,500; Business Exit Planning fixed fee based on complexity
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.95% $5,000,001+: 0.85%
Certain advisory persons also registered representatives of MSI and may receive commissions for securities transactions separate from advisory fees
$200 - $400 per hour for financial planning services
Monthly subscription combined with percentage of AUM as a blended fee option
Fee-only: Hourly rate $200 - $400 per hour; Fixed fees $1,500 - $7,500; Business Exit Planning fixed fee varies by complexity; Institutional Advisory Services asset-based or fixed fee basis, negotiable
600 Putnam Pike, Suite 4
Greenville, Ri 02828, RI 02828
Rhode Island
Kintra Wealth
2026 - Present (1 year)
Mutual Securities, inc.
2026 - Present (1 year)
Loring Advisory Group
2024 - 2026 (2 years)
Commonwealth Financial Network
2024 - 2026 (2 years)
Loring Advisory Group
2023 - 2024 (1 year)
Northwestern Mutual
2023 - 2023 (1 year)
Unemployed
2022 - 2023 (1 year)
Bluecore
2020 - 2022 (2 years)
Turbonomic
2018 - 2020 (2 years)
Turbonomic
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
The Aspen Institute
2017 - 2017 (1 year)
Colby College
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
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Series 63, Series 65
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Series 63
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CFP®, Series 66
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Series 63, Series 65
Providence, RI
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CFA®
North Attleborough, MA
Encore Investment Advisors, LLC
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