Tyler James Landes
TL
Tyler James Landes
TL

Tyler Landes

15 Years of Experience

Tyler Landes is a registered investment advisor at Smartpath Advisors, based in Kansas City, MO, with 15 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, Gen X, High Net Worth, and 4 more.

Compensation
Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only

Fee Structure

  • Retirement Readiness: This service includes projections of your likelihood of achieving your financial goals. It typically occurs over two to three phone calls and includes an electronic report.
  • Savings Strategy Session: This service includes a discussion of various types of savings and investment accounts. It typically occurs over one to two phone calls and does not include a formalized electronic report.
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Tyler James Landes
TL
Tyler Landes

Location

Kansas City, MO

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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.

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Other Business Activities

Tyler is the President and CCO of Tandem Financial Guidance, LLC, a financial planning and investment management firm, dedicating about half of his time. He is also the President of Tandem Tax & Accounting, LLC, a tax preparation and bookkeeping service, spending about a quarter of his time during tax season.

Employment History
Current Registrations
Smartpath Advisors
April 2020 - Present · 6 yrs
Tandem Financial Guidance, LLC
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
Tandem Financial Guidance, LLC
March 2015 - December 2017 · 2 yrs 9 mos
Sound Stewardship, LLC
September 2010 - January 2015 · 4 yrs 4 mos
State Registrations2 states
MOTX
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.
Tyler James Landes
TL
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Tyler Landes
Tyler Landes - Financial Advisor | TrueAdvisor