Tyler Moison
Tyler Moison is a CFP-designated registered investment advisor at Elevated Capital Advisors, LLC, based in Prairie Villiage, KS, with 6 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, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,007 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary by advisor and program, with total advisory fees not exceeding 2.25% of assets under management. Administration fees range from 0.25% to 0.75%, and advisor fees range up to 1.75% depending on the portfolio type.
Fee Estimator
Location
5200 W 94th Terrace Suite 208, Prairie Villiage, KS, 66207
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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 ActivitiesSells Insurance
Tyler is licensed to sell insurance, dedicating about 10-20% of his time to this activity. This is considered a non-investment related outside business activity.
Employment History
Current Registrations
Elevated Capital Advisors, LLC
State Registrations1 state
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.