Kyle Buffo
Advisor at Mission Wealth Management, LP — Lisle, IL
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.
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.
Credentials
CFP®, Series 65, Series 63
Experience Industry experience
11 years
Location
Lisle, IL 60532
Mission Wealth Management, LP
Multi-team
Kyle Buffo is a financial advisor at Mission Wealth Management, LP with 11 years of industry experience. He holds the CFP® designation and has worked at firms including LPL Financial LLC, Cadaret Grant & Co., Inc., and Q3 Advisors LLC. Outside of financial advising, he is also a self-employed musician. Mission Wealth Management is a multi-team advisory firm that serves affluent and high-net-worth individuals, families, and institutional clients through customized wealth management, financial planning, and portfolio management services. The firm employs long-term strategies across a diverse range of investments and incorporates tax-aware trading and rebalancing in its discretionary account management.
Based on Mission Wealth Management, LP
Based on Mission Wealth Management, LP
Financial Planning & Consulting flat fees based on scope and complexity (retainer not over $1,200 when services cannot be rendered within 6 months)
$0 - $500,000: $425 flat fee per month (Emerging Wealth clients) $1,000,000 - $5,000,000: tier applies to Integrated Wealth Solution clients (fee negotiable, max 1.50% annual cumulative) $5,000,000 - $20,000,000: tier applies to Private Client Solution clients (fee negotiable, max 1.50% annual cumulative) $20,000,000+: tier applies to Family Office Solution clients (fee negotiable, max 1.50% annual cumulative)
Consulting services may be charged on an hourly basis (specific rates not stated)
Account minimum: $1,000,000 Minimum fee: Emerging Wealth clients with managed assets under $500,000 pay a $425 flat fee per month; Institutional Retirement Plan Services clients have a minimum annual fee of $10,000 Fee-only: Financial Planning & Consulting services may be charged as a flat fee or hourly rate; flat fee up to $1,200 retainer (not exceeding 6 months)
Lisle, IL
2441 Warrenville Road
Lisle IL 60532
Advisors at this office
4
Illinois
11 years of industry experience
Mission Wealth Management, LP
2026 - Present • 1 year
Santa Barbara, CA
LPL Financial LLC
2025 - 2026 • 1 year
Fort Mill, SC
Cadaret Grant & Co., Inc.
2023 - 2025 • 2 years
Syracuse, NY
Q3 Advisors LLC
2021 - 2023 • 2 years
Peru, IL
AssetMark Brokerage, LLC
2020 - 2021 • 1 year
Peru, IL
AssetMark Financial, Inc
2020 - 2021 • 1 year
Peru, IL
Self Employed
2019 - 2020 • 1 year
Oneida, IL
TC Wealth Partners, LLC
2018 - 2018 • 1 year
Downers Grove, IL
TC Wealth Partners, LLC
2017 - 2018 • 1 year
Downers Grove, IL
Americana Financial Planning LLC
2017 - 2017 • 1 year
Chicago, IL
Pork Lane Partnership
2016 - 2017 • 1 year
Oneida, IL
Trader Wealth Management, LLC
2012 - 2016 • 4 years
Chicago, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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