Tyler Wright
Tyler Wright is a CFP-designated registered investment advisor at Bluegrass Legacy Planning, based in Hurst, TX, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Bluegrass Legacy Planning offers subscription services for a monthly fee ranging from $750 to $5,000. These services may include business exit planning coaching, financial planning foundation coaching, and legacy planning. The subscription includes monthly accountability meetings, quarterly strategy sessions, and ongoing delivery of documents.
Bluegrass Legacy Planning offers financial planning services for a one-time fixed fee between $2,000 and $25,000, or an hourly fee between $250 and $500.
Location
Hurst, TX
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 ActivitiesSells Insurance
Tyler sells fixed insurance products, dedicating about 10-20% of his time to this activity. This activity is investment-related and conducted at the branch location.
Employment History
Current Registrations
Bluegrass Legacy Planning
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Edward Jones
Edward JonesBroker
State Registrations18 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.