Tyler Caveness
Caveness Wealth Advisory · Roanoke, Virginia
Tyler Caveness is a fee-only financial advisor at Caveness Wealth Advisory in Roanoke, Virginia, who holds the CFP credential. Tyler focuses on retirement planning and divorce financial planning. Caveness Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Caveness Wealth Advisory |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.07B across 3,273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6709664 |
| Exams passed | Series 65 (2016) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.cavenessadvisory.com |
| Profile |
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Questions about Tyler
Is Tyler Caveness a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Caveness Wealth Advisory 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's firm, Caveness Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Tyler charge?
According to Caveness Wealth Advisory's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Tyler Caveness based?
Tyler Caveness is based in Roanoke, Virginia.
What does Tyler specialize in?
Tyler's specialties include retirement planning and divorce financial planning. Tyler works with retirees, pre-retirees, executives, founders and high earners.
What credentials does Tyler Caveness hold?
Tyler Caveness holds the CFP credential.
Is Tyler Caveness registered with the SEC?
Yes. Tyler Caveness is registered as an investment adviser representative in TX and VA (CRD 6709664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Caveness Wealth Advisory manage?
Caveness Wealth Advisory reports $1.07B across 3,273 accounts in assets under management.
How do I contact Tyler Caveness?
Through Tyler's website, www.cavenessadvisory.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
- Caveness Wealth Advisory 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.
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