Tyler West is a CFP-designated registered investment advisor at C.L. Sheldon & Company, LLC, based in Spring, TX. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 138 clients with $110M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
C.L. Sheldon & Company, LLC charges a flat annual fee for bundled financial planning and investment management services. The fee varies based on the service tier selected:
- Financial Planning tier — minimum annual fee of $6,000, of which $1,000 is attributed to investment management.
- Wealth Management tier — minimum annual fee of $12,000, of which $2,000 is attributed to investment management.
Fees are paid quarterly in arrears. While flat fees for bundled services may exceed 2.00% of portfolio value depending on account size, the portion specifically attributable to investment management services will not exceed 2.00%.
Location
Spring, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
C.L. Sheldon & Company, LLC
State Registrations1 state
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