Advisor at SFMG Wealth Advisors
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
SFMG Wealth Advisors
Location
Plano, TX 75093
Credentials
CFP®, CFA®
Industry experience
5 years
Tyler Young is a CFP® and CFA® with five years of experience in financial advising. He currently works at SFMG Wealth Advisors and has held previous roles at CI RGT Private Wealth, RGT Wealth Advisors, Odyssey Wealth, and Happy State Bank & Trust Company. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients, integrating financial planning with investment management. The firm uses a planning-first approach supported by a centralized Investment Committee and employs advanced tools for retirement modeling and scenario analysis.
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
2023 - Present (3 years)
CI RGT Private Wealth
2022 - 2023 (1 year)
RGT Wealth Advisors
2021 - 2023 (2 years)
Odyssey Wealth
2020 - 2021 (1 year)
RGT Wealth Advisors
2018 - 2020 (2 years)
Happy State Bank & Trust Company
2016 - 2018 (2 years)
Happy State Bank & Trust Company
2015 - 2016 (1 year)
West Texas A&M University
2013 - 2017 (4 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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
ChFC®
Richardson, TX
3:23 Financial Services LLC
Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")