Advisor at Tyndall Stroud Wealth Management, 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
Tyndall Stroud Wealth Management, Llc
Location
Winterville, NC 28590
Credentials
PFS™, Series 63, Series 65
Industry experience
19 years
Up to 2.0% total advisory fee (combined firm and TPA fees); typically maximum of 0.85% to the firm and 0.65% to third-party adviser; negotiable and may vary by TPA
Insurance commissions earned by associated persons licensed as insurance agents, separate and distinct from advisory fees
Financial planning and consulting services charged at negotiable hourly rate of $300
Account minimum: $300,000 (may be waived or lowered at discretion) Fee-only: Financial planning consulting charged by negotiable hourly rate of $300/hour; fixed fee based on hourly estimate; deposit up to $500; pension consulting fees negotiated case-by-case; fees billed by invoice or deducted from accounts with authorization
CPS Investment Advisors
2016 - Present (10 years)
Morningstar Investment Services, LLC
2016 - 2025 (9 years)
Tyndall Stroud Wealth Management, Llc
2005 - Present (21 years)
Coastal Plains Re Holdings, Llc
2003 - 2019 (16 years)
Tyndall Stroud Cpas, Pc
2000 - Present (26 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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
Greenville, NC
Edward Jones
CFP®, Series 63
Greenville, NC
Edward Jones
Series 66
Greenville, NC
Edward Jones
Series 66
Greenville, NC
Edward Jones
Series 66
Farmville, NC
Edward Jones
Series 63, Series 66
Farmville, NC
Edward Jones
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