Advisor at Seneca House 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
Seneca House Advisors
Location
Richmond, VA 23226
Credentials
Series 66
Industry experience
13 years
Tyler Napier is a financial advisor at Seneca House Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Stony Point Wealth Management LLC, doing business as Seneca, since 2015. Seneca House Advisors is a small supported firm managing approximately $425 million with a three-advisor team. The firm provides personalized asset management, portfolio monitoring, and financial planning to a diverse client base including individuals, families, trusts, charitable organizations, foundations, pensions, and corporations, and also manages an affiliated private real estate fund. Their investment approach focuses on steady, long-term growth and tailored asset allocation, often favoring stocks and ETFs, while offering both discretionary and non-discretionary services.
Based on Seneca House Advisors
Based on Seneca House Advisors
Fixed fees for financial planning typically range from $2,500 to $15,000
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.20% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.60% annually
$150 - $350 per hour for financial planning
Carried interest from affiliated private fund; performance-based fees in private fund only
Account minimum: $500,000 Fee-only: Hourly rates range from $150 to $350 per hour; fixed fees range from $2,500 to $15,000 for financial planning
5609 Patterson Ave, Suite B
Richmond, VA 23226
Virginia
Stony Point Wealth Management LLC
2015 - Present (11 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.
Series 63, Series 66
Moseley, VA
Empire Wealth Management, LLC
Series 63, Series 66
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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")