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Tyler Hilligoss

27 Years of Experience
Beaverton, OR
Sells Insurance

Tyler Hilligoss is a registered investment advisor at Scout Asset Management, based in Beaverton, OR, with 27 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 108 clients with $67M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
108 clients
Average Client Portfolio
$624K average
Assets Under Management
$67.4M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

Fees are negotiable. The annual rate for assets in Class F-2 shares of the American Funds is ~0.50%.

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

4900 SW Griffith Drive, Suite 256, Beaverton, OR, 97005

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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 is an insurance agent selling fixed insurance products since 1998. This activity requires minimal time.

Employment History
Current Registrations
Scout Asset Management
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
November 2020 - April 2022 · 1 yr 5 mos
Arbor Point Advisors
November 2020 - April 2022 · 1 yr 5 mos
Kms Financial Services, INC.Broker
February 2020 - November 2020 · 9 mos
Kms Financial Services, INC
February 2020 - November 2020 · 9 mos
Royal Alliance Associates, INC.
November 2018 - February 2020 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
November 2018 - February 2020 · 1 yr 3 mos
Signator Investors, INC.
August 2005 - November 2018 · 13 yrs 3 mos
Signator Investors, INC.Broker
March 1999 - November 2018 · 19 yrs 8 mos
State Registrations3 states
ORTXWA
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.
Tyler Hilligoss - Financial Advisor | TrueAdvisor