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Tyler Talman

12 Years of Experience
Dallas, TX

Tyler Talman is a registered investment advisor at Carrington Advisors, LLC, based in Dallas, TX, with 12 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 103 clients with $98M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
103 clients
Average Client Portfolio
$950K average
Assets Under Management
$97.8M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.95%
$500K - $1.0M1.85%
$1.0M - $2.0M1.75%
$2M+1.65%

Fees are negotiable and may vary from the standard schedule.

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

15770 N. Dallas Parkway, Suite 550, Dallas, TX, 75248

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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 owns Carrington Consulting, LLC, providing non-investment advisory consulting and family office services, taking about half of his time. He also owns Carrington Group, LLC, the parent company of Carrington Advisors and Carrington Consulting, and has a one-third ownership in TSM Hauling, LLC.

Employment History
Current Registrations
Carrington Advisors, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Regal Investment Advisors LLC
February 2014 - April 2021 · 7 yrs 2 mos
State Registrations4 states
CAGALATX
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 Talman - Financial Advisor | TrueAdvisor