Ty Wheeler is a registered investment advisor at Curafin Advisors, based in Phoenix, AZ, with 2 years of industry experience. Ty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 111 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CuraFin Advisors provides investment management services to retirement plans, charging a percentage of the plan's assets. The specific fee depends on the plan's assets and the services selected.
For plans participating in the My401(k) Pooled Employer Plan (PEP), fees are:
- Discretionary Investment Fiduciary Services (3(38) ONLY): A percentage of assets managed.
- Retirement Plan Consulting Services: A percentage of assets managed.
For plans participating in The NACC Association Pooled Employer Plan (PEP), fees are:
- Discretionary Investment Fiduciary Services (3(38) ONLY): A percentage of assets managed.
- Retirement Plan Consulting Services: A percentage of assets managed.
Fees are generally charged monthly or quarterly.
Location
4747 N. 5th St., Suite 410, Phoenix, AZ, 85016
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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 →Employment History
Current Registrations
Curafin Advisors
Previous Registrations
Global Retirement Partners LLC
State Registrations1 state
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