Advisor at CL Wealth Management 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
CL Wealth Management LLC
Location
Greensboro, GA
Credentials
Series 63, Series 65
Industry experience
22 years
Kenneth Hyatt is a financial advisor at CL Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including IFS Advisory, LLC and Cabot Lodge Securities LLC. Outside of finance, he officiates high school and elite showcase baseball tournaments as a baseball umpire. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through a combination of fundamental and technical analysis and custom model portfolios.
Based on CL Wealth Management LLC
Based on CL Wealth Management LLC
Flat fees for financial planning services may not exceed $5,000
$25,000 - $100,000: 2.25% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000 - Negotiable: Negotiable
Commission-based compensation through affiliated broker-dealer Cabot Lodge Securities LLC for certain representatives
Standard planning and consulting fee is $350 per hour
Account minimum: $25,000
Greensboro, GA
Florida · Georgia · Michigan · North Carolina · South Carolina
CL Wealth Management LLC
2019 - Present (7 years)
Cabot Lodge Securities LLC
2019 - Present (7 years)
IFS Advisory, LLC
2014 - Present (12 years)
Ifs Securities, Inc
2014 - 2019 (5 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, PFS™, Series 63, Series 65
Greensboro, GA
Hankinson Wealth Advisors LLC
ChFC®, Series 63, Series 66
Eatonton, GA
Blueprint Financial Strategies, LLC
CFP®, Series 63, Series 65
Greensboro, GA
Relativity Capital Advisors, LLC
Series 66
Greensboro, GA
Relativity Capital Advisors, LLC
Series 63, Series 66
Greensboro, GA
The Foundation Investment Group
CFA®, Series 65
Greensboro, GA
Renaissance Investment Management
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