Tyler Reeves
Tyler Reeves is a CFP-designated registered investment advisor at Plimsoll Financial Planning, LLC, based in Hoover, AL, with 13 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 13 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory services are offered as part of the Ongoing Planning + Investing service, which costs $6,500 per year. Plimsoll uses third-party money managers for portfolio management. Investment advisory services are not offered as a standalone service.
Location
Hoover, AL
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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 →Other Business ActivitiesSells Insurance
Tyler is the owner of PFP Brokerage, LLC, an insurance sales business in Birmingham, AL. He sells life and health insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Plimsoll Financial Planning, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Collateral Financial Advisors, LLC
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.