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Tyler Snyder

1 Year of Experience
Spokane Valley, WA
Sells Insurance

Tyler Snyder is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Spokane Valley, WA, with 1 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,050 clients
Average Client Portfolio
$976K average
Assets Under Management
$4.0B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+2.00%

The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.

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

609 N Argonne Road, Suite A, Spokane Valley, WA, 99212

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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 owns Strahorn Consulting LLC, a small business consulting firm, and spends minimal time on it. He is also a licensed insurance agent since February 2024, selling non-variable products and dedicating a few hours per week to this activity.

Employment History
Current Registrations
Eversource Wealth Advisors, LLC
March 2024 - Present · 2 yrs 2 mos
State Registrations1 state
WA
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.