Tyler Abney
Tidemark Financial Partners · San Diego, California
Tyler Abney is a fee-only financial advisor at Tidemark Financial Partners in San Diego, California, who holds the CFP credential. Tyler charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (one-time plans from $800 and 0.5%–1.5% a year of assets managed) and focuses on retirement planning, estate & legacy planning and flat-fee planning.
Request an introduction to Tyler →
Specialties
Who they serve
- Executives
- Tech employees
Facts
| Firm | Tidemark Financial Partners |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $800 · 0.5%–1.5% a year of assets managed |
| Assets under management | $462.5M across 1,163 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5138196 |
| Exams passed | Series 63 (2006) · Series 66 (2009) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | tidemarkfp.com |
| Profile |
Request an introduction to Tyler
Tell Tyler a little about what you're looking for. Tyler 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 Tyler
Is Tyler Abney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Tidemark Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tyler charge for financial advice?
Tyler charges a flat fee or retainer, a percentage of assets and an ongoing planning fee.
How much does Tyler charge?
According to Tidemark Financial Partners's website, checked October 30, 2026: one-time plans from $800; 0.5%–1.5% a year of assets managed.
Where is Tyler Abney based?
Tyler Abney is based in San Diego, California.
What does Tyler specialize in?
Tyler's specialties include retirement planning, estate & legacy planning and flat-fee planning. Tyler works with executives and tech employees.
What credentials does Tyler Abney hold?
Tyler Abney holds the CFP credential.
Is Tyler Abney registered with the SEC?
Yes. Tyler Abney is registered as an investment adviser representative in CA and TX (CRD 5138196), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tidemark Financial Partners manage?
Tidemark Financial Partners reports $462.5M across 1,163 accounts in assets under management.
How do I contact Tyler Abney?
Through Tyler's website, tidemarkfp.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
- Tidemark Financial Partners 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.