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Tyler Fernstrom

2 Years of Experience
Gilbert, AZ
Sells Insurance

Tyler Fernstrom is a registered investment advisor at Brightguide Financial, based in Gilbert, AZ, with 2 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1734 E. Boston St., Ste. 103, Gilbert, AZ, 85295

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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.

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Other Business ActivitiesSells Insurance

Tyler works as a financial advisor for BrightGuide Financial, focusing on insurance sales and services. He dedicates minimal time per month to this activity, but spends about a quarter of his time during trading hours.

Employment History
Current Registrations
Brightguide Financial
January 2026 - Present · 4 mos
Previous Registrations
Ae Wealth Management, LLC
August 2023 - January 2026 · 2 yrs 5 mos
State Registrations1 state
AZ
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.