Advisor at Fiduciary Consulting Group, Inc.
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.
Firm
Fiduciary Consulting Group, Inc.
Location
Venice, FL 34285
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Thomas Tyler is a CFP® professional with 13 years of experience in financial advising at Fiduciary Consulting Group, Inc. He is also a practicing attorney at Thomas C. Tyler, PA, specializing in real estate, estate planning, and tax law. His legal practice has been active since 2001 and includes roles such as registered agent or manager of various legal entities. Fiduciary Consulting Group provides investment management and financial planning primarily for high-net-worth individuals, trusts, qualified retirement plans, and businesses. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost, passively managed asset-class mutual funds and ETFs, with discretionary portfolio management and periodic rebalancing.
Based on Fiduciary Consulting Group, Inc.
$0 - $999,999: 0.80% $1,000,000 - $3,999,999: 0.40% $4,000,000+: 0.20%
$400 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $6,000 minimum annual fee for investment management services
735 E. Venice Avenue, Suite 206
Venice, FL 34285
Florida
Thomas C. Tyler, Jr., Pa
2001 - Present (25 years)
Fiduciary Consulting Group
1995 - Present (31 years)
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Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
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.
Series 63, Series 65
Venice, FL
Bright Asset Management
Series 63, Series 65
Venice, FL
Sutton Place Capital Management LLC
Series 63, Series 65
North Port, FL
King Retirement Solutions, LLC
Series 63, Series 65
Englewood, FL
Wealth Architects LLC
CFP®, Series 63, Series 66
Nokomis, FL
Kienzle Wealth Consulting LLC
ChFC®, Series 66
Englewood, FL
JK PWA LLC
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