Tyler Mehlhorn
Tyler Mehlhorn is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 20 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
2423 E Lincoln Drive, Phoenix, AZ, 85016
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Regulatory History (1)
Criminal
September 2000Other Business Activities
Tyler is a YouTuber and blogger through TC Squared, LLC, posting project and agricultural videos. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations31 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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