TS
CFP
TS
CFP

Tyler Smiarowski

4 Years of Experience
Marion, IA

Tyler Smiarowski is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Marion, IA, 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
10,948 clients
Average Client Portfolio
$757K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Marion, IA

Get directions

History

Regulatory History
Clean regulatory record

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

Tyler owns AB Clemence & Co. LLC, providing accounting and tax preparation services, dedicating nearly full-time hours to it. He also owns Jet Properties LLC, a property rental company, spending a few hours per week on advertising, leasing, and maintenance.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
August 2022 - Present · 4 yrs 2 mos
State Registrations1 state
IA
Advisor

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.
More Advisors