Tyler Woods is a registered investment advisor at Alta Strada Wealth Management, based in Lincoln, NE, with 7 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 54 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $15.0M | 0.65% |
| $15M+ | 0.45% |
Fees are negotiable. For legacy clients, the fee is a fixed percentage of assets under management not to exceed 1.50%.
Fee Estimator
Location
Lincoln, NE
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Regulatory History
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 operates under two DBAs for his LPL business: JFC Advisor Network (since 2023) and JFC Financial Services (since 2022). These activities are investment-related.
Employment History
Current Registrations
Alta Strada Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Brinker Capital Securities, LLCBroker
Orion Portfolio Solutions, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations2 states
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.