Tyler Henderson is a CFP-designated registered investment advisor at Monterey Wealth, based in Moscow, OH, with 17 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 157 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees are negotiable for accounts of $10,000,000 or more.
Fee Estimator
Location
Moscow, OH
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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 →Employment History
Current Registrations
Monterey Wealth
Previous Registrations
Oxford Financial Partners
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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