Advisor at SFMG Wealth Advisors
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Tyler Floyd is a Certified Financial Planner® at SFMG Wealth Advisors with five years of industry experience. He has been with SFMG Wealth Advisors since 2017, including his current tenure beginning in 2019. Prior to his advisory career, he attended Texas Tech University. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm focuses on a planning-first approach that includes a written investment policy statement and centralized investment decision-making, offering a range of services such as estate planning, private equity access, and scenario modeling for retirement planning.
Based on SFMG Wealth Advisors
Based on SFMG Wealth Advisors
Standalone financial planning or consulting fees are negotiable and identified individually.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
Consultation fees charged on an hourly or fixed rate basis (specific rates negotiable).
Account minimum: $1,000,000 Fee-only: Fee-only firm; no compensation from securities sales.
3960 Dallas Parkway, Suite 400
Plano, TX 75093
Texas
SFMG Wealth Advisors
2019 - Present (7 years)
SFMG Wealth Advisors
2018 - 2019 (1 year)
SFMG Wealth Advisors
2017 - 2017 (1 year)
D-BAT Lubbock
2017 - 2017 (1 year)
Texas Tech University
2013 - 2017 (4 years)
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Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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