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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 21 clients with $180M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $30.0M | 0.80% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.70% |
Minimum annual client fee of $10,000. Fees may be negotiable.
Fee Estimator
Location
12240 Inwood Road, Suite 230, Dallas, TX, 75244
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
August 2008Other 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
Previous Registrations
Westshore Wealth
Rgt Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Securities LLC
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.