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How does the advisor help clients – Key Takeaways:
Tyler Wealth Management, LLC (TWM) is a Registered Investment Adviser (RIA) that provides comprehensive financial solutions to its clients. TWM acts as a fiduciary, meaning that they are legally obligated to act in the best interests of their clients at all times. The firm specializes in creating personalized financial plans that align with the individual goals and objectives of each client. TWM also offers ongoing portfolio management and financial counseling services to help clients stay on track to reach their financial goals.
Facts and Insights
TWM was founded in 2005 and is headquartered in New York City. The firm currently manages over $500 million in assets for its clients and has a team of 10 advisors. TWM caters to a diverse range of clients, including individuals, families, and small businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 |
Financial Services Offered
TWM offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Personalized financial planning
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning and preparation
Client Types
TWM serves a diverse group of clients, including:
- Individuals
- Families
- Small businesses
- High-net-worth individuals
Fees & Compensation
TWM charges a fee for their services based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients. TWM also has a fiduciary responsibility to always act in the best interests of their clients. Therefore, they do not earn any commissions or incentives for recommending specific investments or financial products.
Background
Tyler Wealth Management, LLC was founded by John Tyler, a seasoned financial advisor with over 20 years of experience in the industry. Mr. Tyler holds multiple professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He is also a member of the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a Registered Investment Adviser, TWM is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Clients can access this information through the Securities and Exchange Commission’s Investment Adviser Public Disclosure (IAPD) website.
In conclusion, Tyler Wealth Management, LLC offers personalized financial solutions and services to help clients achieve their financial goals. With a team of experienced and qualified advisors, a fiduciary responsibility, and a passion for putting clients first, TWM is a trusted partner for individuals, families, and small businesses seeking sound financial guidance.