Tyler Dodson
Destiny Wealth Partners · Jacksonville, Florida
Tyler Dodson is a fee-only financial advisor at Destiny Wealth Partners in Jacksonville, Florida. Destiny Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Tyler →
Facts
| Firm | Destiny Wealth Partners |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $947.3M across 2,949 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7559603 |
| Exams passed | Series 63 (2022) · Series 65 (2023) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | destinyprivatetrust.com |
How Tyler's firm compares
- Destiny Wealth Partners's average account is about $321,000, from its Form ADV (assets managed divided by 2,949 accounts).
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 Dodson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Destiny Wealth 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's firm, Destiny Wealth Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Tyler Dodson based?
Tyler Dodson is based in Jacksonville, Florida.
Is Tyler Dodson registered with the SEC?
Yes. Tyler Dodson is registered as an investment adviser representative in FL (CRD 7559603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Destiny Wealth Partners manage?
Destiny Wealth Partners reports $947.3M across 2,949 accounts in assets under management.
How do I contact Tyler Dodson?
Through Tyler's website, destinyprivatetrust.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.
See something wrong? Request a correction. Read our methodology.