Tyler Keenan
Fiducia Wealth Management · Upper Arlington, Ohio
Tyler Keenan is a fee-only financial advisor at Fiducia Wealth Management in Upper Arlington, Ohio, who holds the CFP and ChFC credentials. Tyler charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Fiducia Wealth Management |
|---|---|
| Based in | Upper Arlington, Ohio |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $53M across 197 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NC, OH, TX · CRD 6902883 |
| Exams passed | Series 63 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fiduciawealthmgmt.com |
| Profile |
How Tyler's firm compares
- Fiducia Wealth Management's average account is about $269,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Tyler
Is Tyler Keenan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Fiducia Wealth 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 charges an ongoing planning fee.
Where is Tyler Keenan based?
Tyler Keenan is based in Upper Arlington, Ohio.
What does Tyler specialize in?
Tyler's specialties include retirement planning, tax planning and estate & legacy planning. Tyler works with pre-retirees and retirees.
What credentials does Tyler Keenan hold?
Tyler Keenan holds the CFP and ChFC credentials.
Is Tyler Keenan registered with the SEC?
Yes. Tyler Keenan is registered as an investment adviser representative in NC, OH and TX (CRD 6902883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiducia Wealth Management manage?
Fiducia Wealth Management reports $53M across 197 accounts in assets under management.
How do I contact Tyler Keenan?
Through Tyler's website, www.fiduciawealthmgmt.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
- Fiducia Wealth Management 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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