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Kyle Whitney Dodson

THE Advisory Group OF SAN Francisco, LLC

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About Kyle Whitney Dodson

Kyle Whitney Dodson is a Certified Financial Planner™ professional who is registered as an Investment Advisor Representative in California and Ohio. Kyle has been working in the financial services industry since 2017 and has held positions with various companies, including Valeo Financial Advisors in Carmel, Indiana, Truepoint Inc. in Cincinnati, Ohio, and The Connor Group in Dayton, Ohio. Currently, Kyle is employed by The Advisory Group of San Francisco, LLC in San Francisco, California and Miamisburg, Ohio. Kyle specializes in providing financial advice to individuals, families, and businesses, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and individuals other than high-net-worth individuals. Kyle is also involved in financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

Firm Information

Kyle Dodson is currently registered with THE Advisory Group OF SAN Francisco, LLC. THE Advisory Group OF SAN Francisco, LLC is a registered investment adviser located in SAN FRANCISCO, CA. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm has approximately $831,383,036 in regulatory assets under management. The firm's client base consists of high-net-worth individuals, charitable organizations, pension and profit-sharing plans, individuals other than high-net-worth, and pooled investment vehicles.
THE Advisory Group OF SAN Francisco, LLC

44 MONTGOMERY ST. SUITE 300

SAN FRANCISCO, CA 94104

$831.38M

Assets Under Management

4

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Dodson’s Registration & Firm History

OH

08/05/2024 - Present

THE Advisory Group OF SAN Francisco, LLC (Miamisburg OH)

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Licenses & Designations

BC

Issued 05/01/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Whitney Dodson.
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