Kyle Attarian

MBA, CFA®, CFP®, AIF®

Plancorp

Senior Wealth Manager

Kyle Attarian

MBA, CFA®, CFP®, AIF®

Plancorp

Senior Wealth Manager

As a fiduciary, fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kyle Attarian, MBA, CFA®, CFP®, AIF®

Fiduciary, fee-only financial planner located in Nashville, TN, serving clients locally and across the country

Kyle Attarian is a Nashville, TN fee-only financial planner. Plancorp, LLC provides comprehensive wealth managementcorporate retirement plans and family office services to help and individuals, families, business owners and ultra high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kyle Attarian is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

What is Equity Compensation?

 

Raised in a military family, Kyle Attarian had to learn from a young age how to make friends and build relationships on the go. That ability to create rapport makes him an exceptional Wealth Manager—and it’s why he was the perfect person to open Plancorp’s doors in Nashville in 2018.

After attending business school at the University of Memphis, he spent the early part of his career in Tennessee working as a financial planner before relocating to St. Louis in 2009 to join Plancorp. In 2018, he returned to his home state to open Plancorp’s Nashville branch, and was thrilled to bring our firm’s independent, objective approach to a market he felt could really benefit from it.

As a board member of both Nurses for Newborns and Mid South Therapy dogs, Kyle devotes much of his free time to supporting both organizations’ missions. He also enjoys anything outdoors and spending time with his wife and young daughters.

Kyle Attarian is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

At the heart of Plancorp's philosophy is a commitment to serve as advocates for our clients. We provide financial planning and asset management services to individuals, families and institutions. We also offer corporate retirement plan design and investment management services and serve as advisors for business owners looking to transition their businesses.

With Plancorp there are no hidden agendas or hidden fees—just absolute transparency. Contact us to learn more about our unique approach or to schedule a complimentary portfolio review.


Our Perspective

Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business.

That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever.

Unlike a broker-dealer that must constantly sell products to earn commissions, Plancorp is an investment advisor—we don’t sell products at all. Our only allegiance is to our clients.

We sit down with every client to discuss his or her vision for the future. Then, we use our financial planning process to turn that vision into actionable goals. Along the way, we provide education on various techniques and tools, including the investment portfolio. We base our recommendations on academic, Nobel-prize winning research, trusting in the power of the market to help us capture optimal returns.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Corporate Retirement Plans
  • Investment Management
  • College Education Planning
  • Business Succession Planning
  • Institutional Asset Management
  • Multi-Generational Wealth Management

Ideal Clients

  • Medical Professionals
  • Physicians
  • Individuals with Complex Financial Needs
  • Business Owners and Executives
  • Sudden Money Situations
  • Growing Families
  • Employers
  • Foundations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kyle Attarian is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Kyle Attarian is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst

    Kyle Attarian is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • Accredited Investment Fiduciary®
    Kyle Attarian is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • Financial Planning Association
    Kyle Attarian is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Centre for Fiduciary Excellence (CEFEX)
    Plancorp has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.

    The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.

    CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.

    The objective is simple: to protect investors.

Contact Kyle Attarian

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Office Locations:

  • Call for an Appointment
    Nashville, TN 37204

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