TrueAdvisor
TrueAdvisor
TF
CFP
TF
CFP

Tyler Frech

Captrust
33 Years of Experience
Alexandria, VA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Tyler Frech is a CFP-designated registered investment advisor at Captrust, based in Alexandria, VA, with 33 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B in assets under management.

Captrust
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
948 advisors
Number of Clients
41,750 clients
Average Client Portfolio
$29.6M average
Assets Under Management
$1236.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.70%

Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

330 John Carlyle Street, Suite 400, Alexandria, VA, 22314

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1999
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Captrust
February 2025 - Present · 1 yr 8 mos
Capfinancial Securities, LLC.Broker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Captrust
December 2024 - January 2025 · 1 mo
Madison Avenue Securities, LLCBroker
October 2018 - December 2024 · 6 yrs 2 mos
Campbell Wealth Management, INC.
August 2015 - February 2025 · 9 yrs 6 mos
LPL Financial LLCBroker
August 2015 - October 2018 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - July 2015 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2014 - July 2015 · 1 yr 6 mos
Hennion & Walsh, INC.Broker
April 2012 - January 2014 · 1 yr 9 mos
Hennion & Walsh Asset Management, INC.
March 2012 - January 2014 · 1 yr 10 mos
Beacon Wealth Management, LLC
March 2011 - July 2011 · 4 mos
Ftb Advisors, INC.
January 2004 - September 2006 · 2 yrs 8 mos
First Tennessee Brokerage, INC.Broker
January 2004 - September 2006 · 2 yrs 8 mos
UBS Financial Services INC.
July 2001 - January 2004 · 2 yrs 6 mos
UBS Financial Services INC.Broker
July 2001 - January 2004 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1994 - July 2001 · 6 yrs 11 mos
Equico Securities, INC.Broker
July 1988 - August 1994 · 6 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
July 1988 - August 1994 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1986 - November 1987 · 1 yr
State Registrations1 state
VA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Alexandria, VA →All financial advisors in Virginia →