Tyler Schweigert
Tyler Schweigert is a CFP-designated registered investment advisor at Dixon and Company Wealth Management, LLC, based in Winston Salem, NC, with 8 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 283 clients with $61M 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 $100K | 1.30% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1M+ | 0.95% |
Advisory clients who are also financial planning clients receive a 0.10% reduction in the applicable advisory fee. These fees are negotiable.
Fee Estimator
Location
155 Sunnynoll Ct, Suite 101, Winston Salem, NC, 27106
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Tyler sells fixed/traditional insurance products as an agent since 2019, dedicating minimal time. He also co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the book Money & Stuff, dedicating minimal time to each.
Employment History
Current Registrations
Dixon and Company Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations3 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.