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CFP
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CFP

Tyler Beeson

Wpa Family Office, LLC
24 Years of Experience
Dallas, TX
2 Disclosures
View SEC Summary
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Tyler Beeson is a CFP-designated registered investment advisor at Wpa Family Office, LLC, based in Dallas, TX, with 24 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 21 clients with $180M in assets under management.

Wpa Family Office, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$8.3M average
Assets Under Management
$175.2M

Fee Structure

Minimum Investment:$3M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $30.0M0.90%
$30M+0.85%

Minimum annual client fee of $10,000 applies, which can be satisfied through any combination of investment management fees and financial planning or family office fees. Fees may be negotiable at the sole discretion of the advisor.

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

Location

12240 Inwood Road, Suite 230, Dallas, TX, 75244

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
Customer Dispute
August 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Tyler is a general partner and 100% owner of Silver Oak Property Group, a passive real estate partnership, since 2002, dedicating minimal time. He is also a non-managing partner at Re-List Inc., a full-service real estate firm, since 2017, dedicating minimal time.

Employment History
Current Registrations
Wpa Family Office, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Westshore Wealth
January 2018 - September 2021 · 3 yrs 8 mos
Rgt Wealth Advisors
September 2015 - November 2017 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2015 · 5 yrs 11 mos
Banc of America Investment Services, INC.
August 2003 - October 2009 · 6 yrs 2 mos
Banc of America Securities LLC
December 2001 - August 2003 · 1 yr 8 mos
State Registrations1 state
TX
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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