Advisor at Parallel Advisors, 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
Parallel Advisors, LLC
Location
Scottsdale, AZ 85254
Credentials
CFP®, CFA®, Series 66
Industry experience
18 years
Kyle Caouette is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is currently with Parallel Advisors, LLC, where he has worked since 2022. His prior roles include positions at Simplified Wealth Strategies LLC, Parcion Private Wealth LLC, and UBS Private Wealth Management. He is also registered as an Independent Insurance Agent outside of his investment advisory activities. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, utilizing model portfolios with mutual funds, ETFs, fixed income, and options strategies, while also recommending third-party independent managers and private investment funds.
Based on Parallel Advisors, LLC
Based on Parallel Advisors, LLC
Tax preparation services may be offered on a flat fee basis at Registrant’s sole discretion
$1 - $250,000: 1.25% $250,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.30%
Financial planning and consulting fees generally up to $1,000 per hour; tax preparation fees generally $310 per hour
Account minimum: $240,000 Minimum fee: $3,000 annual minimum fee for investment advisory services; $5,000 annual minimum fee for retirement plan services; $3,000 minimum fee for tax preparation services Fee-only: Investment advisory fees; financial planning and consulting fees; tax preparation fees; no commissions accepted
16427 North Scottsdale Rd, Suite 155
Scottsdale, AZ 85254
Arizona · Texas
Parallel Advisors, LLC
2022 - Present (4 years)
Simplified Wealth Strategies LLC
2021 - 2022 (1 year)
Parcion Private Wealth LLC
2019 - 2021 (2 years)
UBS Private Wealth Management
2007 - 2019 (12 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:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
Series 65
Scottsdale, AZ
zQuant Advisory, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")