Advisor at Focus Partners Wealth, LLC
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Firm
Focus Partners Wealth, LLC
Location
Southlake, TX 76092
Credentials
Series 65
Industry experience
13 years
Kyle Imhof is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 credential and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clintsman Financial Planning. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset types.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Negotiable and vary from client to client based on assets, services, and other factors; no fixed tier schedule explicitly stated
Performance-based fees are charged for certain private funds managed by Focus Partners; details vary by fund and are disclosed separately
Account minimum: $5,000 Minimum fee: Typically a minimum fee of $5,000 for investment management services Fee-only: Fees based on a percentage of assets under management, generally negotiated; includes fees for financial counseling and other advisory services separate from commissions
1900 W. Kirkwood Blvd, Suite 2500 C
Southlake, TX 76092
Texas
The Colony Group, LLC
2024 - Present (2 years)
Buckingham Strategic Wealth, LLC
2023 - Present (3 years)
Clintsman Financial Planning
2012 - 2022 (10 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Verified by Warmer
CFP®, Series 66
Northlake, TX
Retire With Swan
Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.
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