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TrueAdvisor
WT
CFP · ChFC
WT
CFP · ChFC

William Tyler

Aspen Creek Wealth Management, LLC
29 Years of Experience
Southlake, TX
Sells Insurance
View SEC Summary
View SEC Summary

William Tyler is a CFP, ChFC-designated registered investment advisor at Aspen Creek Wealth Management, LLC, based in Southlake, TX, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 110 clients with $38M in assets under management.

Aspen Creek Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
110 clients
Average Client Portfolio
$350K average
Assets Under Management
$38.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.25% to 1.00% annually and are negotiable. Third-party manager fees may add 0.30% to 0.60% for a total fee between 0.55% and 1.60%.

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

Location

950 E State Highway 114, Ste. 160, Southlake, TX, 76092

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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

William is an independent insurance agent since 1995, dedicating about 10-20% of his time to insurance sales. He is also a financial planner and sells insurance through Tyler Financial Network, LLC.

Employment History
Current Registrations
Aspen Creek Wealth Management, LLC
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Investment Professionals, INC.
March 2010 - February 2012 · 1 yr 11 mos
MML Investors Services, INC.
April 2007 - September 2008 · 1 yr 5 mos
Prudential Financial Planning Services
February 1995 - April 2007 · 12 yrs 2 mos
State Registrations4 states
CACOFLTX
Advisor

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.
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