Tyler Elliott is a CFP-designated registered investment advisor at Watershed Wealth Planning LLC, based in Portland, OR, with 11 years of industry experience. 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, Gen X, and 5 more. Their firm serves 39 clients with $29M 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 $1.0M | 0.80% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For Comprehensive True Wealth Planning Members who pay a monthly planning fee, the maximum annual fee charged is 0.50% of the assets under management. The above fee schedule does not include the Outside Manager’s fee.
Fee Estimator
Contact
Tyler Elliott
Location
7972 SE 13th Ave, Suite 102, Portland, OR, 97202
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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 →Other Business Activities
Tyler is a landlord/owner of rental property through Albany Street, LLC since 2014. He spends a few hours per week on maintenance work.
Employment History
Current Registrations
Watershed Wealth Planning LLC
Previous Registrations
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
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
Additional Information
I am a former attorney and a proud fiduciary to my clients. I work with young professionals who have an idea of where they want to go in life, but would like to develop a clearer path for getting there. They typically have strong personal interests outside of work, and would like to strike an appropriate balance between vital recreation and long-term saving strategies. Their goals are more unique than "retirement" or "college planning" such as,how do we travel internationally every year without compromising our long-term plan?As an avid skiier and as someone who has traveled to 32 countries in my 44 years, I love helping clients answer these types of questions.