Kyle Thompson, MBA (Founder/Senior Advisor)
Kyle grew up in Des Moines, Iowa and became obsessed with finance as a teenager, reading every book he could find. He went on to attend Drake University and Iowa State University for undergrad before going on to get his MBA from Iowa State as well. Prior to starting Leetown Advisors, he successfully ran two other businesses and has a deep love of entrepreneurship. His love for finance and entrepreneurship drove him to switch careers in 2015 and worked as an advisor at two other firms before launching Leetown in 2017. In his free time, Kyle enjoys reading, writing, and all manner of other nerdy activities. He volunteers or sits on the board of several local community organizations, and his greatest hope is to leave the world a better place than he found it and to help others do the same.
We are a fee-only financial planning firm headquartered in Des Moines, IA focused on helping families and individuals create the financial stability and freedom to live life on their terms. As fee-only planners, we are compensated solely for the service we provide and receive no commission for selling financial products or insurance policies. This means you know what you are paying, and you know what you are getting. Having taken a Fiduciary Oath, we are legally bound to work in the best interests of our clients.
At Leetown Advisors, we take the time to get to know you and your goals, then use cutting edge technology and techniques to create, develop, and manage a personalized plan for you and your family in the following areas:
- Cash Flow/Budgeting
- Debt Management (Including Student Loans!)
- Insurance/Risk Management
- Investment Management
- Retirement Planning
- Tax Optimization
- Estate Planning
- Business Consulting
- Document Storage (wills, insurance policies, etc)
Leetown offers three tiers of service (see table below) depending on the needs of the client. These services are tailored to fit your needs regardless of what stage of life you are in. Whether you are a recent college graduate in your 20s or a retiree in your 70s, we can meet your needs. Leetown functions as fiduciaries operating on a fee-only basis, which means we receive no compensation for product sales and prides itself on transparency and objectivity. Clients are billed on their assets under management (AUM), with a minimum total fee. If clients do not have enough assets to meet this minimum, they may pay the remainder out of pocket.
|Who||Comprehensive advisory service for traditional employees or retirees.|
($2,400 minimum annual fee)
|Who||Advanced service for business owners, equity-compensated employees, and other high-
($4,800 minimum annual fee)
|Who||Project-based work such as business valuation or consulting, tax/estate analysis, or private
investment due diligence.