ChooseAFinancialAdvisor.com
Advisors / Missouri / Clayton
18yrs

Kyle Scott

Financial advisor at &partners

Kyle Scott has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Clayton, Missouri. Kyle has been with &partners since 2025; before that, Kyle spent two years at Wells Fargo Advisors and four years at Investment Professionals. &partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.

One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.

Clayton, MO 63105Fiduciary advisor
Call &partnersDirections

At a glance

Experience18 years (since 2009)
How that compares ?More experience than 58% of advisors in Missouri
Office7701 Forsyth Blvd. 8th Floor, Clayton, MO 63105
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state

Services through &partners

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Jul 2025 – now
    &partnersCurrent firm
  2. Aug 2023 – Aug 2025
  3. 2015 – 2023
  4. 2011 – 2015
    Investment Professionals, Inc.Previously
  5. 2009 – 2011
    Edward JonesPreviously

Questions to ask Kyle

Tailored to Kyle’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Kyle

How do I contact Kyle?

Call &partners at (615) 255-6431 and ask for Kyle Scott. Kyle works from the Clayton, MO office.

How long has Kyle been a financial advisor?

Kyle has been in the industry since 2009, about 18 years. More experience than 58% of advisors in Missouri.

What licenses does Kyle hold?

Series 66. Tap any license on this page to see what it allows.

Is Kyle a fiduciary?

Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kyle paid?

&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Kyle for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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