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Tyler Tury

18 Years of Experience
Arden Hills, MN
BrokerSells Insurance

Tyler Tury is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 18 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, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$181K average
Assets Under Management
$591.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.

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Location

4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126

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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 is involved in several business activities, including tax preparation (Allegiant Tax Services), co-ownership of a tax-related S corporation (CTAGE), insurance sales (Allegiant Financial), rental property ownership, and church deacon duties. He dedicates about a quarter of his time to tax preparation and a few hours per week to insurance sales.

Employment History
Current Registrations
Gradient Wealth Management
January 2017 - Present · 9 yrs 4 mos
Gradient Securities, LLCBroker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Commoncents Wealth Advisors, LLC
February 2015 - December 2016 · 1 yr 10 mos
Gwn Securities INC.Broker
August 2007 - October 2012 · 5 yrs 2 mos
State Registrations6 states
ALFLGAKYNCTN
AdvisorBrokerBoth

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 Tury - Financial Advisor | TrueAdvisor