Kyler Ernst
Advisor at Evexia Wealth, 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.
Firm
Evexia Wealth, LLC
Location
Stevens Point, WI
Credentials
Series 65
Industry experience
< 1 year
Client services
Financial planning
Portfolio management
Fee options
Fixed project fees for financial planning based on expected hours; ongoing financial planning engagements from $1,800 to $30,000 annually.
$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $7,000,000: 0.90% annually $7,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually
Up to $300 per hour for financial planning services.
Fee-only: Hourly fees up to $300/hour; Fixed project fees based on expected hours; Ongoing financial planning engagements from $1,800 to $30,000 annually.
Work history
Evexia Wealth, LLC
2025 - Present (1 year)
Dairyland Power Cooperative
2024 - 2024 (1 year)
Evexia Accounting, LLC
2024 - 2025 (1 year)
University of Wisconsin - Stevens Point Aquatics Center
2023 - 2024 (1 year)
Stockyards Bar and Grill
2022 - 2022 (1 year)
University of Wisconsin - Stevens Point
2021 - Present (5 years)
St. Michael's Lutheran Church
2021 - Present (5 years)
Winona Family YMCA
2020 - 2023 (3 years)
Vino Over the Valley
2018 - 2021 (3 years)
Student
2015 - 2018 (3 years)
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Glenn H
CFP®, Series 63
Stevens Point, WI
Edward Jones
Keegan Z
Series 66
Stevens Point, WI
Edward Jones
Andrew W
Series 66
Plover, WI
Edward Jones
Sharon Z
Series 66
Wisconsin Rapids, WI
Edward Jones
Skye M
Series 63, Series 66
Wisconsin Rapids, WI
Edward Jones
Jay W
Series 66
Plover, WI
Edward Jones
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