Tyler Peterson
Runey & Associates Wealth Management · Mount Pleasant, South Carolina
Tyler Peterson is a fee-only financial advisor at Runey & Associates Wealth Management in Mount Pleasant, South Carolina, who holds the CFP credential. Tyler charges a percentage of assets (1.25% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Runey & Associates Wealth Management |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $104.8M across 292 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 7489555 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.raawealth.com |
| Profile |
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Questions about Tyler
Is Tyler Peterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Runey & Associates 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 a percentage of assets.
How much does Tyler charge?
According to Runey & Associates Wealth Management's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Tyler Peterson based?
Tyler Peterson is based in Mount Pleasant, South Carolina.
What does Tyler specialize in?
Tyler's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Tyler works with pre-retirees, retirees and multi-generational families.
What credentials does Tyler Peterson hold?
Tyler Peterson holds the CFP credential.
Is Tyler Peterson registered with the SEC?
Yes. Tyler Peterson is registered as an investment adviser representative in SC (CRD 7489555), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Runey & Associates Wealth Management manage?
Runey & Associates Wealth Management reports $104.8M across 292 accounts in assets under management.
How do I contact Tyler Peterson?
Through Tyler's website, www.raawealth.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
- Runey & Associates 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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