Tyler Jones is a registered investment advisor at Financial Life Designs LLC, based in Lake Mary, FL, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 39 clients with $38M 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 $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable within each tier.
Fee Estimator
Location
1540 International Parkway, Suite 2000, Lake Mary, FL, 32746
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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 →Other Business Activities
Tyler is the sole proprietor, owner, and president of Guy Simple, a business involved in research, CAD design, and retail sales of outdoor products. Tyler dedicates minimal time to producing CAD designs and 3D prints for this business.
Employment History
Current Registrations
Financial Life Designs LLC
State Registrations1 state
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