TH
CFP
TH
CFP

Tyler Harrison

11 Years of Experience
Nashhville, TN

Tyler Harrison is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Nashhville, TN, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1011 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Minimum Annual Fee:$5,000

Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.

Loading...

Location

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

Get directions

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.

Learn about disclosures →
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 4 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.