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Tyler Schroeder

11 Years of Experience
Plano, TX

Tyler Schroeder is a registered investment advisor at Fisher\smb, based in Plano, TX, with 11 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
IM Fee
Planning only
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6404 International Parkway, Suite 1100, Plano, TX, 75093

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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
Fisher\smb
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Fisher Investments
February 2022 - July 2024 · 2 yrs 5 mos
Transamerica Retirement Advisors, LLC
January 2018 - January 2022 · 4 yrs
Transamerica Investors Securities CorporationBroker
September 2017 - January 2022 · 4 yrs 4 mos
Transamerica Investors Securities CorporationBroker
April 2014 - December 2016 · 2 yrs 8 mos
State Registrations1 state
TX
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 Schroeder - Financial Advisor | TrueAdvisor