Tyler Chandler
Rothman Investment Management · Atascadero, California
Tyler Chandler is a fee-only financial advisor at Rothman Investment Management in Atascadero, California. Rothman Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Rothman Investment Management |
|---|---|
| Based in | Atascadero, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $104.6M across 479 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8118569 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rothmaninvest.com |
How Tyler's firm compares
- Rothman Investment Management's average account is about $218,000, from its Form ADV (assets managed divided by 479 accounts).
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Questions about Tyler
Is Tyler Chandler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Rothman Investment Management 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, Rothman Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tyler Chandler based?
Tyler Chandler is based in Atascadero, California.
Is Tyler Chandler registered with the SEC?
Yes. Tyler Chandler is registered as an investment adviser representative in CA (CRD 8118569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rothman Investment Management manage?
Rothman Investment Management reports $104.6M across 479 accounts in assets under management.
How do I contact Tyler Chandler?
Through Tyler's website, www.rothmaninvest.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
- 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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