Tyler R. Elliott, CFP® JD Watershed Wealth Planning LLC

Contact this advisor

About Tyler R. Elliott, JD CFP®

I am the owner of Watershed Wealth Planning LLC. My practice is focused on households in their late 20’s, 30’s and early 40’s who have high income but may be struggling to build a positive net-worth, often due to the burden of student debt and rising housing costs. My ideal clients have goals that are more unique than “retirement” or “college planning” such as, “How do we travel internationally every year without compromising our long-term plan?” As someone who has traveled to 32 countries in my 41 years, I love helping clients answer these types of questions.

When meeting with people for the first time, the question I get more than any other is, “Why did you give up a career as a bankruptcy attorney to become a financial planner?” In short, I felt I could have a more positive impact as a proactive planner engaged in preventative medicine rather than as an reactive attorney engaged in emergency care. As a planner, I now get to work with young people to help guard against avoidable hardships and to guide them as they build their ideal life.

 

 

Contact this advisor

Ideal Clients

  • Attorneys
  • Gen Y/Millennials
  • Medical Professionals
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $167-250
  • Flat Fee: $1,000 – $5,000
  • Hourly Fee: $200
  • AUM: Max Annual Fee of 1.00%

SEC Records

States Registered

  • Oregon

Loading...