Tyson J Sprick
TS
CFP
Tyson J Sprick
TS
CFP

Tyson Sprick

16 Years of Experience
Overland Park, KS

Tyson Sprick is a CFP-designated registered investment advisor at Caliber Wealth Management, LLC, based in Overland Park, KS, with 16 years of industry experience. Tyson 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 1,668 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,668 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.25% to 1.50% depending on the level of service, amount of assets managed, and complexity of the engagement. Fees are negotiated prior to the engagement.

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

Tyson J Sprick
TS
Tyson Sprick

Location

6201 College Blvd, Suite 650, Overland Park, KS, 66211

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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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Employment History
Current Registrations
Caliber Wealth Management, LLC
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Equitable Advisors, LLC
October 2010 - October 2024 · 14 yrs
Equitable Advisors, LLCBroker
September 2010 - October 2024 · 14 yrs 1 mo
State Registrations1 state
KS
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.
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