Tyler Smith
BBK Wealth Management · Fishers, Indiana
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.
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Specialties
Who they serve
- Pre-retirees
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 |
| Assets under management | $62.6M across 224 accounts |
| Credentials | CFP · M.Ed. |
| SEC registration | Investment adviser representative in IN · CRD 5549158 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bbkwealth.com |
| Profile |
How Tyler's firm compares
- BBK Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 224 accounts).
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Questions about Tyler
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- BBK Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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