Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
6yrs
Kaleb Fleming has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Houston, Texas. After five years at Charles Schwab & CO., Kaleb joined Truist Advisory Services in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Kaleb holds the CFP® designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office1400 Post Oak Blvd Suite 650, Houston, TX 77056
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowTruist Advisory Services, Inc.Current firm
- 2021 – 2026Charles Schwab & CO., Inc.Previously
Contact Kaleb
1400 Post Oak Blvd Suite 650Houston, TX 77056Office · Get directions Firm main line(800) 874-4770Headquarters: Truist Advisory Services · Atlanta, GA Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Kaleb
Tailored to Kaleb’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kaleb
How do I contact Kaleb?
Call Truist Advisory Services at (800) 874-4770 and ask for Kaleb Fleming. Kaleb works from the Houston, TX office.
How long has Kaleb been a financial advisor?
Kaleb has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Kaleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Kaleb a fiduciary?
Kaleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kaleb paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Kaleb 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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