Tyler West
C.L. Sheldon & Company · Spring, Texas
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.
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Facts
| Firm | C.L. Sheldon & Company |
|---|---|
| Based in | Spring, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $110.7M across 138 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 8218162 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | juniorofficermoney.com |
How Tyler's firm compares
- C.L. Sheldon & Company's average account is about $802,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Tyler
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Spring
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
- 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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