TF
CFP
TF
CFP

Tyler Frost

25 Years of Experience
Apple Valley, MN
Broker

Tyler Frost is a CFP-designated registered investment advisor at Advanced Advisor Group, LLC, based in Apple Valley, MN, with 25 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 Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
58 clients
Average Client Portfolio
$188K average
Assets Under Management
$10.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $210K1.04%
$210K - $500K0.96%
$500K - $1.0M0.88%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.72%
$5.0M - $10.0M0.68%
$10M+0.60%

Fixed income and cash management accounts have a separate fee schedule (0.60% for under $100,000 and 0.36% for $100,000 and above).

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

14989 Florence Trail, Suite 101, Apple Valley, MN, 55124

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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 Activities

Tyler owns and manages multiple rental properties, dedicating minimal time to these activities. He also participates in private securities transactions on a servicing agent basis and is an investor in YIP TV, an internet television start-up.

Employment History
Current Registrations
Advanced Advisor Group, LLCBroker
November 2017 - Present · 8 yrs 11 mos
Efs Advisors
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Voya Financial Advisors, INC.
June 2010 - October 2017 · 7 yrs 4 mos
Voya Financial Advisors, INC.Broker
June 2010 - October 2017 · 7 yrs 4 mos
Wells Fargo Investments, LLCBroker
March 2005 - June 2010 · 5 yrs 3 mos
Wells Fargo Investments, LLC
March 2005 - June 2010 · 5 yrs 3 mos
American Express Financial Advisors, INC.
August 2002 - March 2005 · 2 yrs 7 mos
American Express Financial Advisors INC.Broker
April 2001 - March 2005 · 3 yrs 11 mos
Ids Life Insurance CompanyBroker
April 2001 - March 2005 · 3 yrs 11 mos
Dean Witter Reynolds INC.Broker
January 2001 - January 2001 · 0 mos
State Registrations19 states
AZCACOFLGAIAIDILINLAMNNCNEORTXUTWAWIWY
AdvisorBrokerBoth

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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