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Tyrell Smith

Advisor at The Partners Wealth Management — St Johns, AZ

Updated today

Credentials

Series 66

Experience

5 years

Location

St Johns, AZ

The Partners Wealth Management logo

The Partners Wealth Management

Multi-team

Total advisors

33

Across 19 offices

Clients per advisor

180 Very High

Avg AUM per client

$181,950 Very Low

HNW client ratio

7% Low

About

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.

Client services

Based on The Partners Wealth Management

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Tamp program/model manager/sub advisor

Expertise

Based on The Partners Wealth Management

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance

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Fee options

Fixed

Possible fixed engagement fees for financial planning and consulting services; varies by client and engagement.

Percentage

up to 2.99% annually, depending on asset level, complexity, and client relationship

Commissions

IARs may earn commissions when acting as Registered Representatives; commissions are separate and in addition to advisory fees.

Project-based

Up to $400 per hour for one-time financial planning and consulting services.

Other

Minimum fee: Certain clients may have a fixed annual fee or fixed rate fee or different fee schedule.

Location

See office

St Johns, AZ

St Johns AZ

Advisors at this office

1

Most active in

Arizona

Work history

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

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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