Tyler Jones
Financial Life Designs · Lake Mary, Florida
Tyler Jones is a fee-only financial advisor at Financial Life Designs in Lake Mary, Florida. Financial Life Designs reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Life Designs |
|---|---|
| Based in | Lake Mary, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.7M across 121 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7863517 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.financiallifedesigns.net |
How Tyler's firm compares
- Financial Life Designs's average account is about $312,000, from its Form ADV (assets managed divided by 121 accounts).
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Questions about Tyler
Is Tyler Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Financial Life Designs 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, Financial Life Designs, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tyler Jones based?
Tyler Jones is based in Lake Mary, Florida.
Is Tyler Jones registered with the SEC?
Yes. Tyler Jones is registered as an investment adviser representative in FL (CRD 7863517), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Life Designs manage?
Financial Life Designs reports $37.7M across 121 accounts in assets under management.
How do I contact Tyler Jones?
Through Tyler's website, www.financiallifedesigns.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lake Mary
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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