Tyler-stone Wealth Management, LLC

Tyler-stone Wealth Management, LLC (CRD# 173667) is a financial advisory firm headquartered in Shaker Heights, OH. They manage $130,000,000 in 485 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $268,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, LA, NY, OH, TX

Financial Advisors at Tyler-stone Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Tina M. Hallier
CRD#: 4785676
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
93
Wealthminder
score

Tina Hallier (CRD# 4785676) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 12 years of experience in the finance industry.

2
Jonathan R. Schonfeld
CRD#: 5475967
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
93
Wealthminder
score

Jonathan Schonfeld (CRD# 5475967) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 8 years of experience in the finance industry.

3
Ann K. Davidson
CRD#: 3158143
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
88
Wealthminder
score

Ann Davidson (CRD# 3158143) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 2 years of experience in the finance industry.

4
Maria T. Draxler
CRD#: 1239496
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
61
Wealthminder
score

Maria Draxler (CRD# 1239496) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.