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Tuttle Wealth Partners LLC

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Client assets under management

$65,070,000

More info

Clients

565

6% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

188

Very High

Average account size

$115,168

About

Tuttle Wealth Partners provides investment advisory and financial planning services to both institutional and retail clients, including pension and profit-sharing plans, corporations, and other business entities. The firm reports managing approximately $75.1 million in client assets across discretionary and non‑discretionary accounts and offers portfolio management, retirement plan services, 401(k) support, and standalone financial planning and consulting.

Investment management is delivered primarily through discretionary separately managed accounts (SMAs) using proprietary model programs and bespoke portfolios that are tailored to each client’s investment policy statement, risk tolerance, and goals. The firm emphasizes ongoing portfolio monitoring, tax‑aware implementation, and can provide non‑discretionary consulting or one‑time financial planning engagements in addition to its SMA services.

A notable feature of the firm is its affiliation with Tuttle Capital Management (TCM), an SEC‑registered adviser that also operates as a Commodity Pool Operator and an exempt Commodity Trading Advisor and sponsors proprietary ETFs, which the firm may recommend or hold in client portfolios. Tuttle Wealth Partners shares employees and certain operations with its affiliate and discloses related conflicts (including affiliate ETF holdings and the use of affiliated third‑party managers), while also providing ERISA fiduciary retirement plan services under PTE 2020‑02.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Tax-loss harvesting Options & derivatives strategies Wealth management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning generally ranging from $2,500 to $20,000; one-time engagement fees up to $3,500; ongoing engagement fees up to $10,000 per year

Percentage

$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%

Project-based

Up to $300 per hour for investment consulting and financial planning services

Other

Account minimum: $5,000 Minimum fee: Minimum advisory fee of 0.15% annually, no minimum dollar amount on advisory fees Fee-only: Investment consulting and financial planning hourly rates up to $300/hour; fixed fees for financial planning ranging generally from $2,500 to $20,000; one-time engagement fees up to $3,500; ongoing engagement fees up to $10,000 per year

Main office location

Tuttle Wealth Partners LLC

Riverside CT, United States

Number of offices

4

Most active in

More info

Connecticut · Florida · Georgia · Louisiana · North Carolina · South Carolina · Tennessee · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (800) 781-1219

Advisors at this firm

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user avatar

Faye S

Series 63, Series 66

Riverside, CT

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 previously with Capital Asset Advisory Services, LLC. Outside of her advisory role, she serves as CEO of Social Security Benefit Planners, a separate business focused on social security benefit planning. Tuttle Wealth Partners provides investment advisory and financial planning services to both institutional and retail clients, managing approximately $75.1 million in assets. The firm offers customized portfolio management through discretionary separately managed accounts, retirement plan services, and financial consulting, with an affiliated SEC-registered adviser that sponsors proprietary ETFs.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Tax-loss harvesting Options & derivatives strategies Wealth management Founder/Business Owner Executive
user avatar

Kristopher L

CFP®, Series 63

Riverside, CT

Tuttle Wealth Partners LLC

Kristopher Lewis is a CFP® with 11 years of industry experience, currently serving at Tuttle Wealth Partners LLC since 2026. His prior experience includes over a decade at The Vanguard Group and brief tenures at Scarlet Oak Financial Services and CG Advisory Services. Tuttle Wealth Partners provides investment advisory and financial planning services to institutional and retail clients, offering portfolio management, retirement plan support, and standalone consulting. The firm uses discretionary separately managed accounts tailored to client objectives and emphasizes tax-aware implementation and ongoing portfolio monitoring.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Tax-loss harvesting Options & derivatives strategies Wealth management Founder/Business Owner Executive
user avatar

Frances S

Series 65

Riverside, CT

Tuttle Wealth Partners LLC

Frances Stacy is a financial advisor at Tuttle Wealth Partners LLC with eight years of industry experience. She holds a Series 65 designation and has worked at firms including CG Advisory Services, Scarlet Oak Financial Services, and Optimal Capital Advisors. Stacy is also co-trustee of two family trusts and operates a market analysis blog at francesinsights.com. Tuttle Wealth Partners provides investment advisory and financial planning services to institutional and retail clients, managing approximately $75.1 million in assets. The firm offers discretionary portfolio management primarily through separately managed accounts, with an emphasis on customized portfolios, ongoing monitoring, and tax-aware implementation.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Tax-loss harvesting Options & derivatives strategies Wealth management Founder/Business Owner Executive
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