Tyler Smith is a CFP-designated registered investment advisor at Wealth Advisors Group, based in Fort Wayne, IN. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,057 clients with $1.3B 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 $100K | 1.50% |
| $100K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.3M | 1.10% |
| $1.3M - $4.0M | 1.00% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are generally negotiable and may be higher based on complexity or third-party manager fees. Reporting fees of up to $50 per year per account may apply.
Fee Estimator
Location
12726 Coldwater Road, Fort Wayne, IN, 46845
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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
Wealth Advisors Group
State Registrations1 state
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
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