Tyrell Smith
Advisor at The Partners Wealth Management — St Johns, AZ
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
Series 66
Experience Industry experience
5 years
Location
St Johns, AZ
The Partners Wealth Management
Multi-team
Tyrell Smith is a financial advisor at The Partners Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Ash Creek Advisors LLC, SCF Investment Advisors, and LPL Financial. Outside of his advisory role, he owns and manages Strategic Financial Planning Group, where he also works as an insurance agent. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management, utilizing both internally developed and third-party models, and mandates the use of the Amplify Platform for trading and back-office functions.
Based on The Partners Wealth Management
Based on The Partners Wealth Management
Possible fixed engagement fees for financial planning and consulting services; varies by client and engagement.
up to 2.99% annually, depending on asset level, complexity, and client relationship
IARs may earn commissions when acting as Registered Representatives; commissions are separate and in addition to advisory fees.
Up to $400 per hour for one-time financial planning and consulting services.
Minimum fee: Certain clients may have a fixed annual fee or fixed rate fee or different fee schedule.
St Johns, AZ
St Johns AZ
Advisors at this office
1
Arizona
5 years of industry experience
ThePartners Wealth Management
2024 - Present • 2 years
Carmel by the Sea, CA
Ash Creek Advisors LLC
2022 - 2024 • 2 years
St Johns, AZ
SCF Investment Advisors, Inc.
2022 - 2024 • 2 years
Fresno, CA
SCF Securities, Inc
2022 - 2024 • 2 years
Fresno, CA
Strategic Financial Planning Group
2020 - Present • 6 years
St Johns, AZ
Michigan Schools and Government Credit Union
2020 - 2021 • 1 year
Clinton Township, MI
LPL Financial
2020 - 2021 • 1 year
Clinton Township, MI
Fiat Chrysler Automobiles
2015 - 2020 • 5 years
Auburn Hills, MI
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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