Advisor at Concord Wealth Partners
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
Concord Wealth Partners
Location
Abingdon, VA 24210-2427
Credentials
CFP®, Series 65
Industry experience
9 years
Tyler Caveness is a CFP® with nine years of industry experience, currently serving at Concord Wealth Partners since 2017. His prior roles include positions at Lopez Wealth Management, LLC and Mercer / CPSG Partners. Outside of financial advising, he is involved in software engineering as the founder of Solution Architects Group, LLC, and bookkeeping through Self-Employed Solutions, LLC, and also works as a consultant in SaaS project coordination for DXC Technology. Concord Wealth Partners is a team-based firm managing approximately $946 million in client assets, providing financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm’s investment approach is individualized and generally discretionary, focusing on diversified asset allocation and utilizing third-party managers and sub-advisers, including affiliated Concord Asset Management.
Based on Concord Wealth Partners
Based on Concord Wealth Partners
Financial planning fees generally range from $500 to $10,000.
Under $250,000 - $250,000: 1.25% $250,000 - $3,500,000: 1.00% $3,500,000 - $7,000,000: 0.80% $7,000,000+: 0.60%
Registered representatives receive commission-based compensation separately from advisory fees.
Hourly fees range from $150 to $300 per hour.
955 West Main Street
Abingdon, VA 24210-2427
Texas · Virginia
Concord Wealth Partners
2017 - Present (9 years)
Lopez Wealth Management, LLC
2016 - 2017 (1 year)
Mercer / CPSG Partners
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
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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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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American Values Investments, Inc.
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Southland Equity Partners, LLC.
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Concord Wealth Partners
Series 66
Abingdon, VA
Concord Wealth Partners
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