UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
5yrs
Kyle Ashcraft
Financial advisor at Wells Fargo Advisors
Based in Walnut Creek, California, Kyle Ashcraft is a fiduciary financial advisor with 5 years of industry experience. Kyle has been with Wells Fargo Advisors since 2026; before that, Kyle spent three years at Edward Jones. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1114 advisors with offices in Walnut Creek, and one of 1004 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2033 N Main Street 9th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- Aug 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2023 – 2026Edward JonesPreviously
- Oct 2021 – Nov 2022Wells Fargo Clearing Services, LLCPreviously
Questions to ask Kyle
Tailored to Kyle’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 Kyle
How do I contact Kyle?
Call Wells Fargo Advisors at 314-875-3000 and ask for Kyle Ashcraft. Kyle works from the Walnut Creek, CA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2021, about 5 years. 5 years in the industry.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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