Tuttle Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,214,410
Clients
403
Advisors
2
across 2 offices
About
Tuttle Wealth Partners LLC is an SEC‑registered investment adviser that provides discretionary and non‑discretionary portfolio management through separately managed accounts, along with financial planning, consulting, and retirement/401(k) services to both institutional and retail clients. Its service menu includes customized portfolio construction, tax‑efficient strategies, risk assessment, ongoing performance reporting, and advice on a broad set of securities and non‑securities products (including insurance and fixed annuities offered by licensed representatives).
The firm manages most non‑bespoke portfolios using proprietary, discretionary model programs and bespoke models tailored to each client’s objectives, risk tolerance, and time horizon, and it may engage sub‑advisers for specialized strategies. For retirement plan work Tuttle Wealth Partners acts as an ERISA fiduciary when recommending rollovers or plan services and follows the Department of Labor’s PTE 2020‑02 standards; its investment analysis draws on a mix of sources that include Bloomberg, SEC filings, research services, and alternative data.
Tuttle Wealth Partners recently reorganized and reports that it is now wholly owned by its sole owner and has ended a prior affiliation with Tuttle Capital Management, a change disclosed as material in the brochure; the firm operates with a small advisory team and acknowledges key‑person risk with short‑term succession planning in place. The brochure also discloses several potential conflicts that distinguish the firm from many peers: certain representatives sell insurance products and may receive commissions outside advisory fees, the firm has a loan arrangement with its chief operating officer, and it does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning services generally ranging from $2,500 to $20,000 depending on complexity; one-time engagement fees up to $3,500; ongoing engagement fees up to $10,000 per year, all negotiable.
$0 - $249,999: 1.50% $250,000 - $499,999: 1.40% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $14,999,999: 0.75% $15,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.30% $100,000,000 - $249,999,999: 0.20% $250,000,000+: 0.15%
Up to $300 per hour for Investment Consulting and Financial Planning services.
Account minimum: $5,000 Minimum fee: Minimum advisory fee of 0.15% of assets under management (no dollar minimum fee amount). Fee-only: Investment Consulting and Financial Planning services billed hourly up to $300 per hour; financial planning fixed fees typically range from $2,500 to $20,000, negotiable; engagement fees up to $3,500 one-time and ongoing up to $10,000 per year.
Main office
See office2970 Clairmont Rd, Ste 940
Brookhaven GA 30329
Advisors at this office
1
Offices (2)
Most active in
Connecticut · Florida · Georgia · Louisiana · New York · North Carolina · South Carolina · Tennessee · Texas · Wisconsin
Also doing business as
Tuttle Wealth · Tuttle Wealth Partners LLC
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Faye S
Series 63, Series 66
Brookhaven, GA
Tuttle Wealth Partners LLC
Faye Sykes is a financial advisor at Tuttle Wealth Partners LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Capital Asset Advisory Services, Scarlet Oak Financial Services, and Northwestern Mutual Investment Management. In addition to her advisory role, she is CEO of Social Security Benefit Planners, where she focuses on social security benefit planning and training. Tuttle Wealth Partners LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement services to institutional and retail clients. The firm uses proprietary and customized models tailored to client objectives and serves as an ERISA fiduciary for retirement plan recommendations.
Kristopher L
CFP®, Series 63
Fort Mill, SC
Tuttle Wealth Partners LLC
Kristopher Lewis is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Tuttle Wealth Partners LLC. He previously worked at The Vanguard Group, Inc. for 11 years and has held positions at Scarlet Oak Financial Services and CG Advisory Services. Tuttle Wealth Partners LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement services to institutional and retail clients. The firm uses proprietary model programs and tailored investment strategies, and it acts as an ERISA fiduciary in retirement plan recommendations.
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