Tyler Pell is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Grand Rapids, MI, with 26 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B 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 $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
Grand Rapids, MI
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
Tyler is the Owner/President of Stella Polaris Consulting & Wealth Management, LLC, where he meets with clients to help them achieve their financial objectives. This activity takes up a full-time commitment.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Capital Brokerage CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations5 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
- Raymond Llewellyn, CFA, CFPCerity Partners LLC
- Angela Brooks, CFPFamily Capital Management
- Mark Pearson, CFPNorthwestern Mutual Investment Services,llc
- Nathan Luke, CFPMercer Global Advisors INC.
- Aaron Louisell, CFPRaymond James & Associates, INC.
- Ryan Sheffer, CFPAdvance Capital Management INC