Advisor at Hedgefield Wealth Management
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Firm
Hedgefield Wealth Management
Location
Denton, TX
Credentials
CFP®, Series 65
Industry experience
17 years
Kyle Eaton is a CFP® with 17 years of industry experience and is the sole advisor at Hedgefield Wealth Management in Denton, TX. He previously worked at Rench Wealth Management from 2012 to 2018 before joining Hedgefield Wealth Management. Eaton is also the founder and president of Counterbalance Divorce Solutions, a consulting service that provides financial planning support to women going through divorce. Hedgefield Wealth Management offers wealth management, financial planning, and consulting services to individual clients, combining asset management with comprehensive financial plans and Investment Policy Statements. The firm employs a mix of fundamental analysis, modern portfolio theory, technical approaches, and model portfolio strategies, managing diversified portfolios that may include derivatives and held-away accounts.
Based on Hedgefield Wealth Management
Based on Hedgefield Wealth Management
Standalone financial plans from $5,000 to $30,000, negotiable.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$300 per hour for financial planning and consulting services.
Account minimum: $1,000,000 Fee-only: Financial planning fees charged hourly or fixed fee; no commissions.
Denton, TX
Texas
Hedgefield Wealth Management
2021 - Present (5 years)
Hedgefield Wealth Management
2018 - Present (8 years)
Rench Wealth Management, Inc. (159983)
2012 - 2018 (6 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
Verified by Warmer
CFP®, Series 66
Northlake, TX
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