Todd Pyles
Todd Pyles is a CFP-designated registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Cumberland, MD, with 30 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,850 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.10% to 2.0% depending on the program, account size, complexity, and services selected. Fees are negotiable in certain circumstances.
Fee Estimator
Location
50 Baltimore Street, 4th Floor, Cumberland, MD, 21502
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Todd is a partner at Smyth & Pyles, LLC, providing accounting attest services, dedicating a few hours per week during trading hours. A portion of his time is dedicated to non-investment related services for the parent company of the broker-dealer or its affiliates.
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Retirement Plan Advisory Services
CBIZ Financial Solutions, INC.Broker
Previous Registrations
H.D. Vest Investment ServicesBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations10 states
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
More Advisors
- Krystal Stair, ChFCCBIZ Investment Advisory Services, LLC
- John Smyth, CFP, PFSCBIZ Investment Advisory Services, LLC
- Adam Mabee, CFPEdward Jones
- Robin Foreman, CFPProspera Financial Services, INC.
- Kristina Dunn, CFPProspera Financial Services, INC.
- Christopher Mathews, CFPWells Fargo Advisors