Advisor at Mason & Associates, 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
Mason & Associates, LLC
Location
Rockingham, VA
Credentials
CFP®, Series 65
Industry experience
3 years
Kyle Eagle is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mason & Associates, LLC. His prior experience includes roles at PBMares Wealth Management, LLC, and a range of positions outside finance including work in hospitality and veterinary services. Mason & Associates provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, offering tailored recommendations through diversified model portfolios and independent sub-advisers. The firm also delivers educational seminars and facilitates tax and estate planning through third-party providers.
Based on Mason & Associates, LLC
Based on Mason & Associates, LLC
Initial financial plan flat fee ranging from $3,000 to $20,000 (negotiable, may be waived); fixed fees for divorce planning services and educational seminars (negotiated); tax preparation fixed fee $0 to $10,000 (negotiated)
$0+: up to 2.00% annually, negotiable and decreasing with higher assets Assets in annuity products+: flat rate not to exceed 1.00% annually
Ongoing financial planning fixed monthly fee from $100 to $1,000 depending on complexity; generally waived if client maintains at least $700,000 under management
Fee-only: Investment Management Fees, Financial Planning Fees, Fixed fees for divorce planning, educational seminars, tax preparation facilitation, and estate planning facilitation
Rockingham, VA
Virginia
Mason & Associates, LLC
2026 - Present (1 year)
PBMares Wealth Management, LLC
2025 - 2025 (1 year)
PBMares Wealth Management, LLC
2025 - 2025 (1 year)
PBMares Wealth Management, LLC
2022 - 2025 (3 years)
Zeppolis Italian Restaurant
2021 - 2022 (1 year)
PBMares Wealth Management, LLC
2021 - 2021 (1 year)
Blue Ridge Bank
2021 - 2021 (1 year)
Blue Ridge Bank
2020 - 2020 (1 year)
Ashby Animal Clinic
2020 - 2020 (1 year)
Virginia Polytechnic Institute and State University
2019 - 2021 (2 years)
Zeppolis Italian Restaurant
2019 - 2019 (1 year)
Virginia Polytechnic Institute and State University
2018 - 2022 (4 years)
Rockingham County Parks & Rec
2017 - 2019 (2 years)
Shirley's Gourment Popcorn
2016 - 2017 (1 year)
Ashby Animal Clinic
2015 - 2022 (7 years)
Turner Ashby High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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 66
Broadway, VA
Crestone Financial Advisors, LLC
Series 65
Harrisonburg, VA
BPD Wealth Management LLC
Series 65
Broadway, VA
Halieus Investment Advisors
Series 65
Broadway, VA
Rohde Wealth Management
Series 66
Harrisonburg, VA
GIRA & GIRA Investment Advisors LLC
Series 63, Series 65
Harrisonburg, VA
GIRA & GIRA Investment Advisors 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")