# Caitlyn Tierney

> Caitlyn Tierney is a fee-only financial advisor at Westover Capital Advisors in Wilmington, Delaware, who holds the CFP credential. Caitlyn focuses on tax planning, estate & legacy planning and retirement planning. Westover Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/caitlyn-tierney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Westover Capital Advisors
- **Based in:** Wilmington, Delaware
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $652.9M across 794 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Executives, Founders, Retirees, High earners
- **CRD:** 7227047 (https://adviserinfo.sec.gov/individual/summary/7227047)
- **SEC registration:** Investment adviser representative in DE
- **Exams passed:** Series 63 (2023)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.westovercapital.com

## Frequently asked questions

### Is Caitlyn Tierney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Caitlyn holds no broker registration, and Westover Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Caitlyn charge for financial advice?

Caitlyn's firm, Westover Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Caitlyn Tierney based?

Caitlyn Tierney is based in Wilmington, Delaware.

### What does Caitlyn specialize in?

Caitlyn's specialties include tax planning, estate & legacy planning and retirement planning. Caitlyn works with executives, founders, retirees and high earners.

### What credentials does Caitlyn Tierney hold?

Caitlyn Tierney holds the CFP credential.

### Is Caitlyn Tierney registered with the SEC?

Yes. Caitlyn Tierney is registered as an investment adviser representative in DE (CRD 7227047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Westover Capital Advisors manage?

Westover Capital Advisors reports $652.9M across 794 accounts in assets under management.

### How do I contact Caitlyn Tierney?

Through Caitlyn's website, www.westovercapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7227047): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://westovercapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.