TT
CFP
TT
CFP

Thomas Tyler

13 Years of Experience
Venice, FL

Thomas Tyler is a CFP-designated registered investment advisor at Fiduciary Consulting Group, INC., based in Venice, FL, with 13 years of industry experience. Thomas 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, High Net Worth, and 3 more. Their firm serves 33 clients with $90M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$90.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K0.80%
$1.0M - $4.0M0.40%
$4M+0.20%

Fees and account minimums may be negotiable.

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

Location

735 E. Venice Avenue, Suite 206, Venice, FL, 34285

Get directions

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.

Learn about disclosures →
Other Business Activities

Thomas is an attorney at Betterton, Tyler & Summonte, PL, dedicating nearly full-time hours to his law practice. He is also a registered agent/manager of various legal entities and owns 735 E. Venice Ave, LLC, a commercial real estate holding company.

Employment History
Current Registrations
Fiduciary Consulting Group, INC.
June 2012 - Present · 13 yrs 10 mos
State Registrations1 state
FL
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.