Tyler Caveness is a CFP-designated registered investment advisor at Concord Wealth Partners, based in Roanoke, VA, 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 Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 1,274 clients with $1.1B 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 $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M - $7.0M | 0.80% |
| $7M+ | 0.60% |
Fees are negotiable and may vary based on account composition, scope, and anticipated servicing needs. Engaging the affiliated sub-adviser adds an extra 0.25% to the fee rate.
Fee Estimator
Location
2707 Brambleton Ave SW, Roanoke, VA, 24015
Get directionsHistory
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 works as a consultant for DXC Technology, focusing on SaaS consulting and project coordination. This takes about half of Tyler's time.
Employment History
Current Registrations
Concord Wealth Partners
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.
Exams
More Advisors
- Clark Lemaster, CFPJanney Montgomery Scott LLC
- Jay Arce, CFPTaylor Financial Group, INC.
- Miguel Morales-Corujo, CFP
- Vanessa Brunner, ChFCEdward Jones
- John Bradberry, CFPCommonwealth Financial Network
- Ezra Amiss, CFPAmeriprise Financial Services, LLC