# Tyler Simones

> Tyler Simones is a fee-only financial advisor at Northwest Quadrant Wealth in Bend, Oregon. Tyler focuses on retirement planning. Northwest Quadrant Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tyler-simones/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Northwest Quadrant Wealth
- **Based in:** Bend, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $579.7M across 1,771 accounts
- **Specialties:** Retirement planning
- **CRD:** 4088925 (https://adviserinfo.sec.gov/individual/summary/4088925)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (2007), Series 66 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.northwestquadrantwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Northwest Quadrant Wealth 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, Northwest Quadrant Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Tyler Simones based?

Tyler Simones is based in Bend, Oregon.

### What does Tyler specialize in?

Tyler's specialties include retirement planning.

### Is Tyler Simones registered with the SEC?

Yes. Tyler Simones is registered as an investment adviser representative in OR (CRD 4088925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Northwest Quadrant Wealth manage?

Northwest Quadrant Wealth reports $579.7M across 1,771 accounts in assets under management.

### How do I contact Tyler Simones?

Through Tyler's website, www.northwestquadrantwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4088925): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.northwestquadrantwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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