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Tyler Pahl

10 Years of Experience
Wayzata, MN

Tyler Pahl is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wayzata, MN, with 10 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
184 advisors
Number of Clients
33,099 clients
Average Client Portfolio
$294K average
Assets Under Management
$9.7B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.25%
$1.0M - $3.0M2.00%
$3M+2.00%

Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.

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

1907 Wayzata Blvd 3rd Floor, Wayzata, MN, 55391

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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
Great Valley Advisor Group, LLC
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Thrivent Investment Management INC.
December 2015 - February 2020 · 4 yrs 2 mos
Thrivent Investment Management INC.Broker
December 2015 - February 2020 · 4 yrs 2 mos
State Registrations2 states
MNTX
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.