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Kyle Zammit

Advisor at StraightLine

Updated today
StraightLine logo

Firm

StraightLine

Location

Troy, MI 48084-5200

Credentials

Series 65

Industry experience

2 years

About

Kyle Zammit is a financial advisor at StraightLine with two years of industry experience. He holds a Series 65 designation and has worked at StraightLine since 2023. Prior to that, he spent nine years in Washington Township and had brief roles at Mercury and other positions in 2022. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, financial planning, and participant education through seminars and webinars. The firm uses proprietary model portfolios emphasizing mutual funds and ETFs and supports a large client base with a ten-advisor team.

Client services

Based on StraightLine

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Consultations

Expertise

Based on StraightLine

General retirement planning Active portfolio management

Fee options

Fixed

Non-discretionary portfolio allocation service: $3,600 annually billed quarterly; Financial Planning standalone service: $2,400 to $4,800 annually.

Percentage

$0 - $1,500,000: 0.90% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $6,000,000: 0.60% $6,000,001+: 0.45%

Commissions

Commission-based compensation received from insurance products sold to clients.

Other

Fee-only: Fee-only adviser; fees are flat fees or percentage of AUM; no commissions except for insurance products sold separately.

Location

165 Kirts Blvd., Ste 100

Troy, MI 48084-5200

Most active in

Michigan

Work history

Straightline Group LLC

2023 - Present (3 years)

StraightLine

2023 - Present (3 years)

N/a

2022 - 2023 (1 year)

Mercury

2022 - 2022 (1 year)

N/a

2022 - 2022 (1 year)

Washington Township

2013 - 2022 (9 years)

Disclosures

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

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Eldin F

Series 63, Series 65

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ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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John C

Series 63, Series 65

Grosse Pointe Farms, MI

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Active portfolio management Options & derivatives strategies Concentrated stock management
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Daniel S

Series 63, Series 65

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Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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David U

Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing
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