Tyler Curley
Advisor at Dahring | Cusmano and Associates
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Dahring | Cusmano and Associates
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Novi, MI 48375
Credentials
Series 65
Industry experience
7 years
Tyler Curley is a financial advisor at Dahring | Cusmano and Associates with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Brokers International Financial Services. Outside of advisory work, he is also involved in fixed insurance sales. Dahring | Cusmano serves individuals, including high-net-worth clients, as well as a variety of entity clients such as family offices, trusts, and qualified retirement plans. The firm’s investment approach is client-driven and asset-allocation centered, utilizing mutual funds, ETFs, and other securities as appropriate, with specialized retirement-plan services including fiduciary oversight and participant education.
Based on Dahring | Cusmano and Associates
Fixed fees for financial planning services, determined client-by-client.
Less than $250,000 - $250,000: up to 2.0% annually (client-by-client basis) $250,001 - $500,000: up to 2.0% annually (client-by-client basis) $500,001 - $1,000,000: up to 2.0% annually (client-by-client basis) $1,000,001 - $2,500,000: up to 2.0% annually (client-by-client basis) $2,500,001 - $5,000,000: up to 2.0% annually (client-by-client basis) Over $5,000,000+: up to 2.0% annually (client-by-client basis)
Certain advisory persons receive commission-based compensation through broker-dealer PKS for securities and insurance products, separate from advisory fees.
Hourly consulting fees for consulting and project-based services (client-by-client basis).
Fee-only: Fixed fees for financial planning and consulting services (client-by-client basis); hourly fees for consulting/project services.
26200 Town Center Dr., Suite 100
Novi, MI 48375
Michigan
Dahring | Cusmano and Associates, LLC
2020 - Present (6 years)
AE Wealth Management, LLC
2019 - 2020 (1 year)
Brokers International Financial Services, LLC
2017 - 2019 (2 years)
TriFound
2017 - 2020 (3 years)
Brookshire Inn and Golf Club
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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