Tyler Simones
Northwest Quadrant Wealth · Bend, Oregon
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.
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Specialties
Facts
| Firm | Northwest Quadrant Wealth |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $579.7M across 1,771 accounts |
| SEC registration | Investment adviser representative in OR · CRD 4088925 |
| Exams passed | Series 63 (2007) · Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.northwestquadrantwealth.com |
How Tyler's firm compares
- Northwest Quadrant Wealth's average account is about $327,000, from its Form ADV (assets managed divided by 1,771 accounts).
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Questions about Tyler
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.
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
- Northwest Quadrant Wealth 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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