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Tier One Wealth Management

Updated today

Client assets under management

$149,379,928

Clients

218

28% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

73

High

Average account size

$685,229

About

Tier One Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, foundations, and employer‑sponsored retirement plans, providing discretionary portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services. The firm also offers consulting on specific matters such as estate, tax, real estate, and business advisory, and uses the eMoney platform to consolidate reporting for held‑away assets.

The firm’s investment process is client‑centric and combines a broad‑market, risk‑mitigation framework with proprietary analysis of micro‑ and macroeconomic trends plus a technical overlay. Portfolios are actively managed on a discretionary basis and may include structured products, options, ETFs, mutual funds, and limited alternative investments with an emphasis on tax efficiency and lower turnover consistent with client objectives and risk tolerances.

Distinctive for a firm of its size, Tier One’s advisors engage in a mix of affiliated activities that create additional service options and potential conflicts of interest: some representatives are licensed insurance agents who sell non‑variable life and long‑term care products (generally less than 10% of their time), others provide tax and business consulting in a separate capacity, and the firm provides advice and access to real‑estate‑focused private investments (including DSTs and 1031 exchange considerations) while maintaining consulting relationships with third‑party financial firms. The brochure discloses these relationships and the firm’s policies to address associated conflicts.

Client services

Financial planning Portfolio management Pension consulting Consulting

Expertise

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fixed fees range from $1,000 to $7,500

Percentage

$0 - /null: up to 2.50% annually, negotiable based on account size, complexity, and other factors

Commissions

Insurance products commissions received by some Investment Advisor Representatives (IARs)

Project-based

Consulting and limited-scope planning services at $300/hour or negotiated flat rate

Other

Account minimum: $100,000 Fee-only: Financial planning fees range from $1,000 to $7,500; consulting services hourly rate $300/hour or negotiated flat rate

Main office location

Tier One Wealth Management

9380 Station Street, Suite 535

Lone Tree CO 80124, United States

Number of offices

1

Most active in

California · Colorado · Florida · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kevin E

CFP®, Series 63, Series 66

Lone Tree, CO

Tier One Wealth Management

Kevin England is a CFP® with 17 years of industry experience. He has worked at Tier One Wealth Management since 2022 and previously held roles at Sigma Planning Corporation and Sigma Financial Corporation. Outside of his advisory work, he is president of Fair Share Planning, LLC, and provides technology and marketing support through Tier One Tax, LLC. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a tax-efficient, actively managed investment approach using equities, ETFs, mutual funds, structured products, options, and select alternative investments.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Garret J

Series 63, Series 65

Lone Tree, CO

Tier One Wealth Management

Garret Jett is a financial advisor at Tier One Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sigma Financial from 2015 to 2022. Outside of his advisory role, he owns and operates a tax preparation business, FIRST SOURCE TAX LLC, providing tax services approximately 20 hours per month. Tier One Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm manages around $125 million in assets with an investment approach focused on tax efficiency, lower turnover, and a combination of macro/micro analysis and technical overlays.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Gregory D

Series 66

Lone Tree, CO

Tier One Wealth Management

Gregory Dexter is a financial advisor at Tier One Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2015 to 2022. Outside of advisory services, he is involved in a family-operated spray tanning business, Organic Product Solutions, LLC, in Lone Tree, Colorado. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm employs an active, tax-efficient investment approach using a variety of securities and maintains a broader service set that includes insurance products and real estate-related planning.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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