Tier One Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$149,379,928
Clients
218
Advisors
3
of 4 employees
About
Tier One Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, foundations, and employer‑sponsored retirement plans, providing discretionary portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services. The firm also offers consulting on specific matters such as estate, tax, real estate, and business advisory, and uses the eMoney platform to consolidate reporting for held‑away assets.
The firm’s investment process is client‑centric and combines a broad‑market, risk‑mitigation framework with proprietary analysis of micro‑ and macroeconomic trends plus a technical overlay. Portfolios are actively managed on a discretionary basis and may include structured products, options, ETFs, mutual funds, and limited alternative investments with an emphasis on tax efficiency and lower turnover consistent with client objectives and risk tolerances.
Distinctive for a firm of its size, Tier One’s advisors engage in a mix of affiliated activities that create additional service options and potential conflicts of interest: some representatives are licensed insurance agents who sell non‑variable life and long‑term care products (generally less than 10% of their time), others provide tax and business consulting in a separate capacity, and the firm provides advice and access to real‑estate‑focused private investments (including DSTs and 1031 exchange considerations) while maintaining consulting relationships with third‑party financial firms. The brochure discloses these relationships and the firm’s policies to address associated conflicts.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $1,000 to $7,500
$0 - /null: up to 2.50% annually, negotiable based on account size, complexity, and other factors
Insurance products commissions received by some Investment Advisor Representatives (IARs)
Consulting and limited-scope planning services at $300/hour or negotiated flat rate
Account minimum: $100,000 Fee-only: Financial planning fees range from $1,000 to $7,500; consulting services hourly rate $300/hour or negotiated flat rate
Main office
9380 Station Street, Suite 535
Lone Tree CO 80124
Advisors at this office
3
Most active in
California · Colorado · Florida · Nebraska · Texas
Also doing business as
First Source Investment Partners, LLC · Tier One Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kevin E
CFP®, Series 63, Series 66
Lone Tree, CO
Tier One Wealth Management
Kevin England is a CFP® with 17 years of industry experience. He has worked at Tier One Wealth Management since 2022 and previously held roles at Sigma Planning Corporation and Sigma Financial Corporation. Outside of his advisory work, he is president of Fair Share Planning, LLC, and provides technology and marketing support through Tier One Tax, LLC. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a tax-efficient, actively managed investment approach using equities, ETFs, mutual funds, structured products, options, and select alternative investments.
Garret J
Series 63, Series 65
Lone Tree, CO
Tier One Wealth Management
Garret Jett is a financial advisor with Tier One Wealth Management in Lone Tree, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sigma Financial for seven years before joining Tier One Wealth Management in 2022. Outside of advisory work, Jett owns a tax preparation business, FIRST SOURCE TAX LLC, which he operates outside of market hours. Tier One Wealth Management serves individuals, high-net-worth clients, and various institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs a client-centric investment approach that integrates broad-market risk management with proprietary economic analysis, actively managing portfolios that include a range of investment products with an emphasis on tax efficiency.
Gregory D
Series 66
Lone Tree, CO
Tier One Wealth Management
Gregory Dexter is a financial advisor at Tier One Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2015 to 2022. Outside of advisory services, he is involved in a family-operated spray tanning business, Organic Product Solutions, LLC, in Lone Tree, Colorado. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm employs an active, tax-efficient investment approach using a variety of securities and maintains a broader service set that includes insurance products and real estate-related planning.
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