TB
CFP
TB
CFP

Tyler Brautigan

11 Years of Experience
Wheeling, WV

Tyler Brautigan is a CFP-designated registered investment advisor at Commonwealth Financial Services, based in Wheeling, WV, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,271 clients with $990M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
2,271 clients
Average Client Portfolio
$438K average
Assets Under Management
$994.7M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee charged is 2% of assets. Fees are negotiable based on the complexity of your situation, services provided, and asset value.

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

21 Warden Run Road, #201, Wheeling, WV, 26003

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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 owns a residential real estate rental complex since November 2022, dedicating minimal time to property maintenance. He is also the president of Helping Heroes, Inc, overseeing financials and monthly operations, dedicating minimal time since 2017.

Employment History
Current Registrations
Commonwealth Financial Services
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Security Capital Management
June 2021 - July 2024 · 3 yrs 1 mo
Hazlett, Burt & Watson, INC.Broker
June 2021 - July 2024 · 3 yrs 1 mo
United Brokerage Services INC
March 2016 - July 2021 · 5 yrs 4 mos
United Brokerage Services, INCBroker
August 2015 - July 2021 · 5 yrs 11 mos
State Registrations1 state
WV
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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