TH
CFP
TH
CFP

Tyler Harrison

12 Years of Experience
Nashhville, TN

Tyler Harrison is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Nashhville, TN, with 12 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1048 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000

Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.

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Location

150 4th Avenue North, Suite 1410, Nashhville, TN, 37219

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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 Activities

Tyler is a 50% organizer of The Welcome Matt, LLC, a rental property gifted by his parents. He spends minimal time on property maintenance, insurance, and safety codes.

Employment History
Current Registrations
Focus Partners Wealth, LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Interocean Capital
March 2024 - July 2024 · 4 mos
Jackson National Life Distributors LLCBroker
June 2014 - February 2024 · 9 yrs 8 mos
State Registrations1 state
TN
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.