# Tyler Smith

> Tyler Smith is a fee-only financial advisor at BBK Wealth Management in Fishers, Indiana, who holds the CFP and M.Ed. credentials. Tyler charges a percentage of assets and hourly fees (no asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/tyler-smith/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** BBK Wealth Management
- **Based in:** Fishers, Indiana
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.6M across 224 accounts
- **Credentials:** CFP, M.Ed.
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Crypto & digital assets
- **Works with:** Pre-retirees
- **CRD:** 5549158 (https://adviserinfo.sec.gov/individual/summary/5549158)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://bbkwealth.com

## Frequently asked questions

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

Yes. Tyler Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are 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 and hourly fees.

### How much does Tyler charge?

According to BBK Wealth Management's website, checked October 28, 2026: no asset minimum.

### Where is Tyler Smith based?

Tyler Smith is based in Fishers, Indiana.

### What does Tyler specialize in?

Tyler's specialties include retirement planning, tax planning, estate & legacy planning and crypto & digital assets. Tyler works with pre-retirees.

### What credentials does Tyler Smith hold?

Tyler Smith holds the CFP and M.Ed. credentials.

### Is Tyler Smith registered with the SEC?

Yes. Tyler Smith is registered as an investment adviser representative in IN (CRD 5549158), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does BBK Wealth Management manage?

BBK Wealth Management reports $62.6M across 224 accounts in assets under management.

### How do I contact Tyler Smith?

Through Tyler's website, bbkwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48790): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are 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://bbkwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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