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Kyle Martin

Advisor at Kapela

Updated today
Kapela logo

Firm

Kapela

Location

San Antonio, TX 78209

Credentials

CFP®, Series 66

Industry experience

17 years

About

Kyle Martin is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He is the sole advisor at Kapela and has previously worked at OASIS Wealth Advisors, Mutual Advisors, Horace Mann Companies, and WFG Advisors. In addition to his advisory work, he owns an insurance agency that sells property, casualty, and life insurance. Kapela provides advisory services to individuals, retirement and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes capital preservation, risk management, and goal-based financial planning, incorporating traditional investments alongside cryptocurrency and digital-asset management.

Client services

Based on Kapela

Financial planning Portfolio management Pension consulting

Expertise

Based on Kapela

Passive / index investing Active portfolio management

Fee options

Fixed

Financial planning fixed and annual fees range from $1,000 to $5,000

Percentage

All Assets+: Up to 2.00% Plan Assets+: Up to 1.0%

Project-based

$125 - $250 per hour for financial planning and consulting services

Other

Fee-only: Financial planning fees $1,000 - $5,000; hourly $125 - $250 per hour; fees negotiable and may be waived if asset management engaged

Location

4040 Broadway, Suite 605

San Antonio, TX 78209

Most active in

Texas

Work history

OASIS Wealth Advisors, LLC

2020 - Present (6 years)

Mutual Advisors, LLC.

2019 - 2020 (1 year)

Horace Mann Companies

2016 - 2019 (3 years)

Horace Mann Investors, Inc.

2016 - 2019 (3 years)

WFG Advisors, LP

2016 - 2016 (1 year)

WFG Investments, Inc.

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Scott P

Series 63, Series 65

San Antonio, TX

Trellisent Investments

Wealth management Real estate investing Retired
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Bryce C

Series 65

San Antonio, TX

Bentwood Investment Advisory

Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

Kehlet Capital Management, LLC

Concentrated stock management
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