Kyle Schilling
Advisor at Your IA, LLC
Updated today
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.
About
Kyle Schilling is an advisor at Your IA, LLC with a Series 65 credential and no prior experience in the financial industry. Before joining the firm, he worked as a registered nurse at Nursa and Rocky Mountain Care. Your IA, LLC is an SEC-registered advisory firm that provides financial planning and investment advisory services to individuals, families, trusts, and institutions. The firm constructs customized portfolios and uses third-party platforms and sub-advisors to implement investment strategies.
Expertise
Based on Your IA, LLC
Wealth management
Active portfolio management
Tax-loss harvesting
Life insurance needs analysis
Fee options
Negotiable fixed fees for standalone financial planning services
$0+: Up to 2.40% maximum annualized advisory fee (total "All In" fee) composed of three components $0+: IAR Fee negotiated between client and IAR, up to 1.20% annually $0+: Model/Strategy Fee ranges from 0.00% to 0.80% annually depending on model/strategy $0+: Platform Fee of 0.40% annually
Negotiable hourly rate for additional personal administrative or special services and financial planning services
Fee-only: Fees based on assets under management, hourly fees, and fixed fees for financial planning services
Location
Highland, UT
Most active in
Kyle S has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Nursa
2025 - Present (1 year)
Rocky Mountain Care
2025 - Present (1 year)
Ihc
2023 - 2025 (2 years)
Hca
2022 - 2023 (1 year)
Gold Cross
2022 - 2022 (1 year)
Unemployed
2021 - 2022 (1 year)
Lone Peak High School
2019 - 2021 (2 years)
Archbishop Mitty High School
2017 - 2019 (2 years)
Charter School of Morgan Hills
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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