TM
CFP

Tyler James Moison

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:$150 - $500/hr

ECA's advisory fees may not exceed 2.25% of assets under management, with the specific amount depending on the financial advisor and program chosen. Managed Model Portfolios have an ECA administration fee of 0.25-0.75% and a financial advisor fee of 0.00-1.25%. Advisor Directed Managed Accounts have an ECA administration fee of 0.25% and a financial advisor fee of 0.00-1.75%. Self-Directed Brokerage Accounts have an advisory fee of 1.25% and an administrative services fee of 0.70%. Financial planning fees range from $1,500 to $10,000, depending on complexity. Hourly consulting fees range from $150 to $500 per hour.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

5200 W 94th Terrace Suite 208, Prairie Villiage, KS, 66207

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tyler is licensed to sell insurance, dedicating about 10-20% of his time to this activity. This is considered a non-investment related outside business activity.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
April 2020 - Present · 5 yrs 9 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.