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Tyler Wolfson

13 Years of Experience
Del Mar, CA

Tyler Wolfson is a registered investment advisor at First Light Retirement, LLC, based in Del Mar, CA, with 13 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 21 clients with $720M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$717.7M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1330 Camino Del Mar, Del Mar, CA, 92014

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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 is a director of First Light Adventure Pty Ltd, a business that rents and imports land rover defenders. He assists with strategic business decisions and primarily funds the investment in vehicles, dedicating minimal time to this activity.

Employment History
Current Registrations
First Light Retirement, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2015 - June 2021 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2013 - June 2021 · 8 yrs 5 mos
State Registrations1 state
CA
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 Wolfson - Financial Advisor | TrueAdvisor