user avatar

Tyler Hillyer

Advisor at Ritholtz Wealth Management

Updated today

Location

Princeton, WV

Credentials

CFP®, Series 65

Industry experience

4 years

About

Tyler Hillyer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management. Prior to joining Ritholtz, he held roles at Mercer Global Advisors Inc. and Harrison & Company Wealth Management, LLC. He is based in Princeton, WV. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning approach focused on asset allocation and behavioral economics, utilizing low-cost ETFs and mutual funds alongside automated tools and access to alternative investments.

Client services

Based on Ritholtz Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers
Good advice; liftoff - automated advisory services

Expertise

Based on Ritholtz Wealth Management

Tax-loss harvesting Private / alternative investments College savings (529s, UTMA, etc.)

Occupation focus

Based on Ritholtz Wealth Management

Executive Founder/Business Owner

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Fee options

Fixed

Flat fees up to $1,000,000 annually for Comprehensive Portfolio Management; College Financial Planning fees up to $4,000 flat fee

Percentage

$0 - $1,999,999: 1.25% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $19,999,999: 0.65% $20,000,000 - $49,999,999: 0.45% $50,000,000+: 0.35%

Other

Minimum fee: Flat fee of up to $1,000,000 annually for Comprehensive Portfolio Management clients who choose flat fee billing Fee-only: Fees based on percentage of assets under management and flat fees for Comprehensive Portfolio Management; Good Advice fees up to 0.75% of assets under management; Liftoff fees up to 0.50% of assets under management; Retirement Plan Consulting fees up to 1.00% of plan assets or flat fee; College Financial Planning fees up to $4,000 flat fee

Location

Princeton, WV

Most active in

West Virginia

Work history

Ritholtz Wealth Management

2025 - Present (1 year)

Mercer Global Advisors Inc.

2024 - 2025 (1 year)

Mercer Global Advisors Inc.

2023 - 2024 (1 year)

Mercer Global Advisors Inc.

2022 - 2023 (1 year)

Harrison & Company Wealth Management, LLC

2021 - 2022 (1 year)

Ridgetop Research

2019 - 2021 (2 years)

Student

2010 - 2019 (9 years)

Disclosures

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

Business activities & affiliations

user avatar

Richard A

Series 63, Series 65

Princeton, WV

4 Seasons Advisors

Richard Allen is a financial advisor with 22 years of industry experience, currently practicing at 4 Seasons Advisors in Princeton, WV. He holds Series 63 and Series 65 licenses and has been involved with The Insurance Store Inc since 1998. Outside of his advisory role, he owns a business that sells dietary supplements. 4 Seasons Advisors is a small registered investment adviser serving individual clients with ongoing investment supervisory services and standalone financial planning. The firm focuses on mutual funds, equities, and ETFs, incorporates insurance-related advice, and uses fundamental and cyclical analysis with a long-term trading orientation.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Jessie T

Series 63, Series 65

Princeton, WV

4 Seasons Advisors

Jessie Thompson is a financial advisor at 4 Seasons Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with 4 Seasons Advisors since 2012. In addition to her advisory role, she owns and operates The Ins Store, Inc., an insurance agency. 4 Seasons Advisors is a small registered investment adviser serving individual clients with investment supervisory services and financial planning. The firm manages approximately $2 million in client assets, focuses on mutual funds, equities, and ETFs, and integrates insurance-related advice as part of its offerings.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Scott P

Series 66

Bluefield, WV

Calton & Associates, Inc.

Scott Pittman is a financial advisor at Calton & Associates, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2010. Outside of his advisory role, Pittman serves as an independent director and chairman of the Compensation Committee at NUO Therapeutics, Inc., and is the CEO of the Coalfields Health Foundation, Inc., a nonprofit focused on healthcare service development. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Sasha S

Series 66

Bluefield, VA

D.A. DAVIDSON & Co.

Sasha Schrage is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. Prior to joining D.A. Davidson in 2017, she worked at Stortz Financial Group for 16 years. She holds a Series 66 designation and is also a commissioned notary in Virginia. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Michael W

CFP®, Series 63, Series 65

Bluefield, VA

D.A. DAVIDSON & Co.

Michael Wood Jr. is a CFP® professional with 38 years of industry experience, currently serving at D.A. Davidson & Co. since 2023. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow, Inc. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides specialized services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Michael W

Series 66

Bluefield, VA

D.A. DAVIDSON & Co.

Michael Wood III is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Truist Investment Services, Inc. and BB&T Securities. He serves as a board member of the Tazewell High School Hall of Fame, a nonprofit organization that elects members and provides scholarships to graduates. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary investment advice, retirement plan services, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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