Compass Capital
46yrs
Top advisor by experience in Braintree
3yrs
Kyle Mortimer
Financial advisor at Money Concepts Advisory Service
Based in Braintree, Massachusetts, Kyle Mortimer is a fiduciary financial advisor with 3 years of industry experience. Kyle has been with Money Concepts Advisory Service since 2026; before that, Kyle spent less than a year at Rise North Capital Investment Advisors and two years at Foundations Investment Advisors. Money Concepts Advisory Service offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 201 advisors with offices in Braintree, and one of 173 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
OfficeBraintree, MA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state
Services through Money Concepts Advisory Service
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther 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 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowMoney Concepts Capital CorpCurrent firm
- Dec 2025 – May 2026Rise North Capital Investment AdvisorsPreviously
- Apr 2024 – Mar 2026Foundations Investment Advisors LLCPreviously
Contact Kyle
(561) 472-2000Firm headquarters in Palm Beach Gardens, FL. Ask for Kyle. Braintree, MAOffice · Get directions Firm websiteHTTP://WWW.MONEYCONCEPTS.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- 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 Money Concepts Advisory Service at (561) 472-2000 and ask for Kyle Mortimer. Kyle works from the Braintree, MA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Kyle hold?
Series 65. 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?
Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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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