Advisor at The Rice Partnership, LLC
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
The Rice Partnership, LLC
Location
San Luis Obispo, CA 93401
Credentials
Series 66
Industry experience
3 years
Tyler Sanchez is a financial advisor at The Rice Partnership, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, UBS Financial Services, and Domus Capital Group. Prior to his advisory career, he was involved with the San Luis Obispo Country Club and California Polytechnic State University. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, and estate-planning assistance. The firm emphasizes tax-aware, long-term investment strategies and supplements its core offerings with external managers and specialized services.
Based on The Rice Partnership, LLC
Based on The Rice Partnership, LLC
Estate planning projects fee: $1,000; negotiable for accounts over $1,000,000
Less than $5,000,000 - $5,000,000: 1.00% $5,000,000+: Negotiable Up to $5,000,000 - $5,000,000: 0.60% $5,000,001+: Negotiable All Assets+: 1.00% All DST Investments (Delaware Statutory Trust)+: 0.60% annually
Fee-only: Estate planning projects fee: $1,000; negotiable for accounts over $1,000,000
1304 Santa Rosa Street
San Luis Obispo, CA 93401
California
The Rice Partnership, LLC
2024 - Present (2 years)
Bank of America, N.A.
2023 - 2023 (1 year)
Merrill
2022 - 2023 (1 year)
UBS Financial Services
2021 - 2022 (1 year)
Domus Capital Group
2019 - 2020 (1 year)
San Luis Obispo Country Club
2018 - 2021 (3 years)
California Polytechnic State University
2017 - 2021 (4 years)
The Palms Golf Club
2016 - 2018 (2 years)
Full TIme Student
2003 - 2017 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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 66
San Luis Obispo, CA
Burkart & Stevens Wealth Management
Series 65, Series 66
Arroyo Grande, CA
Phase Line Financial
Series 63, Series 65
San Luis Obispo, CA
HATHER, Robert K
CFP®, PFS™
San Luis Obispo, CA
Elemental Wealth Advisors, LLC
CFP®
San Luis Obispo, CA
Aquila Wealth Advisors
Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.
Series 63, Series 65
San Luis Obispo, CA
Lance Parker Wealth Management
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