# Tyler Purcell

> Tyler Purcell is a fee-only financial advisor at Balance Wealth in Columbus, Ohio. Tyler charges a percentage of assets, a one-time planning fee, a monthly retainer and a subscription and focuses on crypto & digital assets, small business owners and equity compensation.

Page: https://find.wellspent.co/advisors/tyler-purcell/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Balance Wealth
- **Based in:** Columbus, Ohio
- **Fee model:** Percentage of assets; One-time planning fee; Monthly retainer; Subscription
- **Assets under management (firm):** $100M - $500M
- **Specialties:** Crypto & digital assets, Small business owners, Equity compensation, Sustainable & impact investing, Pension planning, Family wealth transfer, Real estate investors, Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** HENRY (High Earners, Not Rich Yet), Founders, Early-career professionals
- **CRD:** 6103254 (https://adviserinfo.sec.gov/individual/summary/6103254)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 66 (2012), Series 65 (2022)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://balancewealth.com/

## About

Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.

## Frequently asked questions

### Is Tyler Purcell a fee-only financial advisor?

Yes. Tyler Purcell is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tyler's firm.

### How does Tyler charge for financial advice?

Tyler charges a percentage of assets, a one-time planning fee, a monthly retainer and a subscription.

### Where is Tyler Purcell based?

Tyler Purcell is based in Columbus, Ohio.

### What does Tyler specialize in?

Tyler's specialties include crypto & digital assets, small business owners, equity compensation, sustainable & impact investing, pension planning and family wealth transfer. Tyler works with HENRY (High Earners, Not Rich Yet), founders and early-career professionals.

### Is Tyler Purcell registered with the SEC?

Yes. Tyler Purcell is registered as an investment adviser representative in OH and TX (CRD 6103254), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Balance Wealth manage?

Balance Wealth reports $100M - $500M in assets under management.

### How do I contact Tyler Purcell?

Through Tyler's website, balancewealth.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://balancewealth.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.