Tyler Vanderbeek is a CFP-designated registered investment advisor at Connect Financial Advisors, based in Providence, UT, with 17 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 1 more. Their firm serves 518 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connect Financial Advisors charges a fee based on the value of your portfolio. The exact fee is negotiated with each client and falls within a range of 0.50% to 2.00% per year. The fee is calculated and charged monthly in advance. The factors used to determine the advisory fee include the number of accounts, the size of the relationship, whether the account is actively or passively managed, and the frequency of reviews.
Location
Providence, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tyler is the owner of Beeks Inc. and the owner and investment adviser representative of Connect Financial, LLC, a registered investment advisor firm, dedicating nearly full-time hours to Connect Financial.
Employment History
Current Registrations
Connect Financial Advisors
Previous Registrations
Keystone Wealth Advisors
LPL Financial LLC
State Registrations3 states
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.