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Tyler Hansen

10 Years of Experience
Lehi, UT
Sells Insurance

Tyler Hansen is a registered investment advisor at My Prosper Team, based in Lehi, UT, with 10 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 469 clients with $53M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
469 clients
Average Client Portfolio
$112K average
Assets Under Management
$52.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$150
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

MPT reserves the right to negotiate its Investment Management fees. For clients who have $12,000 or less to initiate services, the Adviser imposes a minimum annual advisory fee of $150, invoiced at engagement (and annually thereafter).

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

3200 Club House Dr., Suite 125, Lehi, UT, 84043

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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 ActivitiesSells Insurance

Tyler owns Prosper Wealth Insurance, LLC, working as an agent about 10-20% of his time. He also owns Rock, Road & Trail and Invest Self-Directed, LLC, dedicating about 10 hours per week to the latter.

Employment History
Current Registrations
My Prosper Team
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Sprout Advisers
August 2018 - December 2020 · 2 yrs 4 mos
Vantage Point Investments, INC.
January 2016 - August 2018 · 2 yrs 7 mos
State Registrations2 states
TXUT
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.
Tyler Hansen - Financial Advisor | TrueAdvisor