Tyler Dodson
Tyler Dodson is a registered investment advisor at Destiny Wealth Partners, LLC, based in Jacksonville, FL, with 4 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, Estate Planning, and 6 more. Their firm serves 939 clients with $950M 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 | 1.80% |
| $250K - $1.0M | 1.45% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are generally negotiable up to 2.00%. The firm also maintains legacy fee schedules for certain long-standing clients.
Fee Estimator
Location
13400 Sutton Park Drive S., Suite 1501, Jacksonville, FL, 32224
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 works as an insurance agent selling fixed and traditional insurance products since June 2022. This activity takes about a quarter of his time.
Employment History
Current Registrations
Destiny Wealth Partners, LLC
Previous Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Purshe Kaplan Sterling InvestmentsBroker
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.
Exams
More Advisors
- Gregg Munn, CFPSax Wealth Advisors, LLC
- Donald Drummond, PFSFinancial Independence Advisors, LLC
- Matthew Cochran, CFAAtlantic Edge Private Wealth Management
- Michael Ellis, CFPMadden Advisory Services, INC.
- Timothy Hollinger, CFPLPL Financial LLC
- Jake Skelhorn, CFPSpark Wealth Advisors