Tyler Heckman is a CFP-designated registered investment advisor at Flavin Financial Services, INC., based in Melbourne, FL. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 182 clients with $200M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on each client’s unique situation.
Fee Estimator
Location
2200 S. Babcock Street, Melbourne, FL, 32901
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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 the treasurer for Space Coast Discovery, a non-profit organization, since 2020. He dedicates minimal time to monthly reporting duties.
Employment History
Current Registrations
Flavin Financial Services, INC.
State Registrations2 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.