# Tyler West

> Tyler West is a fee-only financial advisor at C.L. Sheldon & Company in Spring, Texas, who holds the CFP credential. C.L. Sheldon & Company reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tyler-west/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** C.L. Sheldon & Company
- **Based in:** Spring, Texas
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $110.7M across 138 accounts
- **Credentials:** CFP
- **CRD:** 8218162 (https://adviserinfo.sec.gov/individual/summary/8218162)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://juniorofficermoney.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and C.L. Sheldon & Company 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, C.L. Sheldon & Company, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Tyler West based?

Tyler West is based in Spring, Texas.

### What credentials does Tyler West hold?

Tyler West holds the CFP credential.

### Is Tyler West registered with the SEC?

Yes. Tyler West is registered as an investment adviser representative in TX (CRD 8218162), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does C.L. Sheldon & Company manage?

C.L. Sheldon & Company reports $110.7M across 138 accounts in assets under management.

### How do I contact Tyler West?

Through Tyler's website, juniorofficermoney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8218162): 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

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