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Tyler Mcmaster

30 Years of Experience
Topeka, KS
BrokerSells Insurance

Tyler Mcmaster is a registered investment advisor at Ofg Financial Services, INC., based in Topeka, KS, with 30 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 850 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
850 clients
Average Client Portfolio
$318K average
Assets Under Management
$270.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $500K0.90%
$500K - $1.0M0.80%
$1.0M - $5.0M0.70%
$5M+0.65%

This schedule is used as only an example; actual fees could differ from what is on this schedule. All OFG advisory fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tyler spends about 5% of his time on insurance sales, service, and management, earning commissions. He also works as a football official for K-12 schools, dedicating minimal time to this non-investment related activity since 1993.

Employment History
Current Registrations
Ofg Financial Services, INC.
October 2016 - Present · 9 yrs 7 mos
Ofg Financial Services, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Security Distributors, INC.Broker
May 1994 - October 2014 · 20 yrs 5 mos
State Registrations5 states
AZKSMOOKTX
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.
Tyler Mcmaster - Financial Advisor | TrueAdvisor