Tyler Stearns
Castle Coast Wealth · La Jolla, California
Tyler Stearns is a fee-only financial advisor at Castle Coast Wealth in La Jolla, California, who holds the CFP credential. Tyler focuses on founders (pre-exit), retirement planning and equity compensation. Castle Coast Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Multi-generational families
- Founders
Facts
| Firm | Castle Coast Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $423.7M across 963 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5992669 |
| Exams passed | Series 66 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | castlecoastwealthllc.com |
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Questions about Tyler
Is Tyler Stearns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Castle Coast 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, Castle Coast Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tyler Stearns based?
Tyler Stearns is based in La Jolla, California.
What does Tyler specialize in?
Tyler's specialties include founders (pre-exit), retirement planning, equity compensation and family wealth transfer. Tyler works with retirees, pre-retirees, executives, multi-generational families and founders.
What credentials does Tyler Stearns hold?
Tyler Stearns holds the CFP credential.
Is Tyler Stearns registered with the SEC?
Yes. Tyler Stearns is registered as an investment adviser representative in CA (CRD 5992669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Castle Coast Wealth manage?
Castle Coast Wealth reports $423.7M across 963 accounts in assets under management.
How do I contact Tyler Stearns?
Through Tyler's website, castlecoastwealthllc.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
- Castle Coast 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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