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Tyler J Barnes

Advisor at Schneider Downs Wealth Management Advisors, LP — Columbus, OH

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Columbus, OH 43215

Schneider Downs Wealth Management Advisors, LP logo

Schneider Downs Wealth Management Advisors, LP

Multi-team

Total advisors

22

Across 2 offices

Clients per advisor

30 Very Low

Avg AUM per client

$2,838,028 Very High

HNW client ratio

14% Typical

About

Tyler Barnes is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH. He holds a Series 65 designation and has experience working with ClearCourse Wealth Advisors and Envisage Wealth prior to joining Schneider Downs. Tyler has been in the industry since 2020. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach with diversified portfolios and is affiliated with a regional accounting firm and related entities, managing approximately $2.9 billion in assets across 21 advisors.

Client services

Based on Schneider Downs Wealth Management Advisors, LP

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Schneider Downs Wealth Management Advisors, LP

Tax-loss harvesting Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments

Occupation focus

Based on Schneider Downs Wealth Management Advisors, LP

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning services may be charged as a fixed fee; retirement plan advisory fees may include flat fees and project fees, both negotiable.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $4,000,000: 0.70% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $8,000,000: 0.50% $8,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.40% $15,000,001 - $20,000,000: 0.35% $20,000,001+: 0.30%

Project-based

Financial planning services for non-investment management clients billed hourly at $250 to $350 per hour.

Other

Account minimum: $1,000,000 Fee-only: Financial planning fees for non-investment management clients may be charged as fixed fees or billed hourly at $250 to $350 per hour. Financial planning services for investment management clients above $1,000,000 typically provided at no additional cost.

Location

See office

Columbus, OH

65 East State Street, Suite 2000

Columbus OH 43215

Advisors at this office

5

Most active in

Ohio

Work history

< 1 year of industry experience

Schneider Downs Wealth Management Advisors, LP

2025 - Present • 1 year

Columbus, OH

ClearCourse Wealth Advisors

2024 - 2025 • 1 year

Columbus, OH

Envisage Wealth

2021 - 2024 • 3 years

Worthington, OH

Unknown

2020 - 2021 • 1 year

Lewis Center, OH

Menards

2020 - 2020 • 1 year

Lewis Center, OH

Unknown

2016 - 2020 • 4 years

Lewis Center, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Makinley C

Series 65

Hilliard, OH

Purpose1st Financial

Makinley Cornley is Co-Founder and Financial Advisor for Purpose1st Financial, a registered investment advisor based in Hilliard, Ohio serving high-net-worth families, business owners, and professional athletes. Makinley came to wealth management through personal loss, graduating from Penn State one week before her father passed, and later watching his estate fail to be distributed the way he intended. That experience is the reason protection is never a secondary conversation at Purpose1st. It is always the first. Over her career she progressed from financial advisor to Director of Operations at a firm managing private equity relationships and multimillionaire client portfolios, learning the work from inside the rooms where it actually happens. She co-founded Purpose1st with her husband Jamelle Cornley on the belief that the people who work hardest to build something deserve someone who works just as hard to protect it.

General retirement planning Wealth management Multi-generational wealth transfer Business succession planning Inherited wealth Founder/Business Owner Established Professionals Approaching retirement Retired

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I'm the founder of ClearMind Capital, a fee-only firm based in Columbus, OH. I work mostly with business owners, self-employed professionals, and people who are close enough to retirement that the decisions they make in the next few years actually matter a lot. The planning I do tends to live at the intersection of retirement income, tax strategy, and the messier stuff that comes with owning a business or leaving one. A lot of my clients come in with good pieces in place but nobody has ever pulled them together or looked at how the tax picture connects to everything else. That's usually where the real work is. When we get that right, something shifts. People stop second-guessing whether they're making smart moves and start feeling like they actually have a plan they understand and trust. For most of my clients, that clarity is the thing they didn't know they were missing.

General tax planning General retirement planning Business ownership considerations Wealth management Early retirement planning Founder/Business Owner Self-Employed Artists or Creative Retired HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)

Bohdan (Bo) H

Series 65

Worthington, OH

OneSeven

Bohdan (Bo) Hall is a financial advisor at OneSeven with three years of industry experience and holds a Series 65 designation. He has worked at OneSeven since 2024 and has previous experience at the University of Cincinnati and Kent State University. Outside of his advisory role, he is the managing member of 614 Wealth Architects, LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing diversified mutual funds, ETFs, and individual securities with access to alternatives and private placements when suitable.

Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired
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Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Freddie Everett Jr. is a financial advisor at Thomas Everett Investments, LLC in Columbus, OH, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved in community pastoral work through Columbus Bible Way Church, Inc. Thomas Everett Investments is an independent advisory firm providing asset management, financial planning, third-party manager referrals, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and quantitative methods in its investment analysis and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and serving charitable clients.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Timothy C

Series 63

Westerville, OH

Ripple Effect Investment Strategies, LLC

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
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