TD
CFP
TD
CFP

Tyler Downing

15 Years of Experience
Celina, TX
BrokerSells Insurance

Tyler Downing is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Celina, TX, with 15 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

Celina, TX

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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 sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner of Comanche Street Properties, LLC, a commercial real estate venture, spending minimal time on this as well.

Employment History
Current Registrations
Commonwealth Financial Network
February 2016 - Present · 10 yrs 3 mos
Commonwealth Financial Network
February 2016 - Present · 10 yrs 3 mos
Commonwealth Financial NetworkBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2014 - February 2016 · 2 yrs
Raymond James Financial Services, INC.Broker
February 2014 - February 2016 · 2 yrs
Strategic Advisers, INC.
June 2011 - February 2014 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
January 2011 - January 2014 · 3 yrs
State Registrations3 states
MTNCTX
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.