Tyler Whitehouse
Tyler Whitehouse is a CFP-designated registered investment advisor at Rmr Wealth Builders, INC., based in Montclair, NJ, with 23 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,099 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.65% |
Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.
Fee Estimator
Location
111 Grove Street, Suite 203, Montclair, NJ, 07042
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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 ActivitiesSells Insurance
Tyler is an independent contractor and IAR for RMR Wealth Builders, Inc., where he dedicates full-time hours to financial planning, advisory services, and selling various insurance products. He also dedicates minimal time to HR Ease LLC, From Tessa with Love Foundation, Inc., and Wealth Builders Ventures OC, LLC.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Financial Network Investment CorporationBroker
First Republic Group, LLCBroker
State Registrations2 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
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