Thomas Tyler is a CFP-designated registered investment advisor at Fiduciary Consulting Group, INC., based in Venice, FL, with 14 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Subject to a minimum annual fee of $6,000. Fees and account minimums may be negotiable at the firm's discretion.
Fee Estimator
Location
735 E. Venice Avenue, Suite 206, Venice, FL, 34285
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an attorney at Betterton, Tyler & Summonte, PL, dedicating nearly full-time hours to his law practice. He is also a registered agent/manager of various legal entities and owns 735 E. Venice Ave, LLC, a commercial real estate holding company.
Employment History
Current Registrations
Fiduciary Consulting Group, INC.
State Registrations1 state
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
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