Tyler Michael Smith
Advisor at Wealth Advisors Group — Fort Wayne, IN
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.
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.
Credentials
CFP®
Experience Industry experience
< 1 year
Location
Fort Wayne, IN 46845
Wealth Advisors Group
Team
Total advisors
10Clients per advisor
101 Very HighAvg AUM per client
$1,046,459 TypicalHNW client ratio
28% TypicalTyler Smith is a CFP® professional with one year of experience at Wealth Advisors Group. His prior positions include roles at Creative Liquid Coatings, Beckman Lawson, and Indiana University Robert H. McKinney School of Law. Wealth Advisors Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm employs tactical asset allocation and a broad range of investment opportunities, utilizing both internal and third-party model portfolios.
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Flat fixed rate for financial planning and consulting services (amount varies)
$100,000 - $499,999: 1.50% per year $500,000 - $749,999: 1.25% per year $750,000 - $1,249,999: 1.10% per year $1,250,000 - $3,999,999: 1.00% per year $4,000,000 - $6,999,999: 0.80% per year $7,000,000 - $14,999,999: 0.75% per year $15,000,000+: Negotiable
$200.00 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Financial planning and consulting services at $200.00 per hour or a flat fixed rate
Fort Wayne, IN
12726 Coldwater Road
Fort Wayne IN 46845
Advisors at this office
10
Indiana
< 1 year of industry experience
Wealth Advisors Group
2026 - Present • 1 year
Fort Wayne, IN
Wealth Advisors Group
2024 - 2026 • 2 years
Fort Wayne, IN
Creative Liquid Coatings
2022 - 2024 • 2 years
Kendallville, IN
Beckman Lawson
2021 - 2022 • 1 year
Fort Wayne, IN
Indiana University Robert H. McKinney School of Law
2020 - 2021 • 1 year
Indianapolis, IN
Carson LLP
2020 - 2020 • 1 year
Fort Wayne, IN
Indiana University Robert H. McKinney School of Law
2019 - 2020 • 1 year
Indianapolis, IN
Katz Korin Cunningham
2019 - 2019 • 1 year
Indianapolis, IN
Indiana University Robert H. McKinney School of Law
2018 - 2019 • 1 year
Indianapolis, IN
Boughter Sinak
2018 - 2018 • 1 year
Fort Wayne, IN
BMW of Fort Wayne
2017 - 2018 • 1 year
Fort Wayne, IN
Indianapolis Colts
2016 - 2017 • 1 year
Indianapolis, IN
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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