Tyson Fielding
Tyson Fielding is a CFP-designated registered investment advisor at Equinox Financial Advisors, INC., based in Manchester Center, VT, with 8 years of industry experience. Tyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 310 clients with $110M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may be negotiable. Non-profit organizations receive a 35% discount.
Fee Estimator
Location
16 Lincoln Avenue, Manchester Center, VT, 05255
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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
Tyson is the treasurer for Main Street Hockey Club, Inc. since 2013, handling the budget and tax filings. He is also a board member for Mt. Laurel Foundation, attending meetings twice a year and reviewing documents, dedicating minimal time to this role.
Employment History
Current Registrations
Equinox Financial Advisors, INC.
Previous Registrations
Equinox Financial Advisors, INC
State Registrations5 states
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