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Tyler Holloway

7 Years of Experience
Fort Worth, TX
1 DisclosureBroker

Tyler Holloway is a registered investment advisor at Arkadios Wealth Advisors, based in Fort Worth, TX, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.

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

1701 River Run Ste 904, Fort Worth, TX, 76107

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2022
Final
Other Business Activities

Tyler is involved with Stewardship Wealth Management, LLC, an investment-related business, dedicating full-time hours during securities trading hours.

Employment History
Current Registrations
Arkadios CapitalBroker
July 2024 - Present · 1 yr 10 mos
Arkadios Wealth Advisors
July 2024 - Present · 1 yr 10 mos
Previous Registrations
LPL Financial LLCBroker
September 2023 - July 2024 · 10 mos
LPL Financial LLC
September 2023 - July 2024 · 10 mos
Pm Squared Financial
June 2022 - January 2024 · 1 yr 7 mos
Edward Jones
April 2018 - June 2022 · 4 yrs 2 mos
Edward JonesBroker
March 2018 - June 2022 · 4 yrs 3 mos
State Registrations4 states
OHOKPATX
AdvisorBrokerBoth

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.
Tyler Holloway - Financial Advisor | TrueAdvisor