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Tyler Beaudoin

Advisor at Dirigo Private Wealth

Updated today

Location

Nashville, TN 37209

Credentials

CFP®, Series 66

Industry experience

13 years

About

Tyler Beaudoin is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Dirigo Private Wealth. His prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Dirigo Private Wealth is an independent advisory firm that offers discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and retirement plans. The firm customizes portfolios using client-specific asset allocation and combines fundamental and technical analysis, generally favoring longer-term holdings while allowing shorter-term trades for rebalancing or client needs. It also hosts educational seminars and events for clients and the public.

Client services

Based on Dirigo Private Wealth

Financial planning Portfolio management Educational seminars or workshops Sub-advisor services to other ia firms

Expertise

Based on Dirigo Private Wealth

Annuities

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: Negotiable

Commissions

Compensation for purchase of annuity products as determined by the issuing company; DPW does not receive commissions for securities transactions except annuities

Subscriptions

Monthly retainer fees for stand alone financial planning services, amount determined case-by-case

Other

Fee-only: Stand alone financial planning fees charged as a one-time fee or monthly retainer, amount determined on case-by-case basis

Location

7501 Oak Haven Trace

Nashville, TN 37209

Most active in

Louisiana · Tennessee

Work history

Dirigo Private Wealth

2022 - Present (4 years)

Wells Fargo Clearing

2019 - 2022 (3 years)

Morgan Stanley Private Bank, National Association

2015 - 2019 (4 years)

Morgan Stanley Smith Barney

2012 - 2019 (7 years)

Disclosures

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

Business activities & affiliations

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William A

Series 66

Nashville, TN

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Active portfolio management
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Series 66

Nashville, TN

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Sofia G

CFA®

Franklin, TN

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Sofia Goryn is a CFA® charterholder currently with Skela Financial in Franklin, TN. She has prior experience at RBC Dominion Securities, CIBC Capital Markets, and 74 & West. Sofia also had a role at the Open Avenues Foundation. Skela Financial is a state-registered advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach combining fundamental, technical, and cyclical analysis across a broad range of securities and offers discretionary portfolio management as well as third-party managed account programs.

Tax-loss harvesting General tax planning Wealth management
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Series 66

Franklin, TN

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Winston Justice is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AllianceBernstein L.P. and SageSpring Wealth Partners LLC. Outside of finance, he is the owner and founder of Elixr Coffee Roasters, a chain of coffee shops based in Brentwood, TN. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across multiple risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Wealth management Private / alternative investments Tax-loss harvesting Retirement income strategy Founder/Business Owner Executive Established Professionals
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Rohit P

CFA®, Series 66

Nashville, TN

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Options & derivatives strategies Founder/Business Owner
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Christian H

Series 66

Nashville, TN

Christian A. Hermo LLC

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. He has worked at HCA as a data analyst since 2022 and previously at PRGX from 2018 to 2022. His firm provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of charting, technical, fundamental, and cyclical analysis. The firm manages all assets in-house, offers discretionary portfolio management, and typically requires clients to use its recommended custodian.

Income planning Cash flow / budgeting
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