TL
CFP
TL
CFP

Tyler Hulet Lively

10 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
628 clients
Average Client Portfolio
$737K average
Assets Under Management
$462.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.50%
$3M+0.25%

These fees are for SPGA's portion only. Synergy Asset Management charges additional fees. Fees may be waived or reduced at SPGA's discretion.

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

Location

11411 NE 124th St, Suite 255, Kirkland, WA, 98034

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 →
Employment History
Current Registrations
Spg Advisors LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
The Retirement Solution LLC
July 2015 - May 2023 · 7 yrs 10 mos
State Registrations6 states
AZCAIDORTXWA
Advisor
Exams
No exam information available for this advisor.