Caitlyn Tierney
Westover Capital Advisors · Wilmington, Delaware
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.
Request an introduction to Caitlyn →
Specialties
Who they serve
- Executives
- Founders
- Retirees
- High earners
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 |
| Assets under management | $652.9M across 794 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE · CRD 7227047 |
| Exams passed | Series 63 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.westovercapital.com |
Request an introduction to Caitlyn
Tell Caitlyn a little about what you're looking for. Caitlyn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Caitlyn
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Westover Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.