Tyler Smith, CFP® BBK Wealth

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About Tyler Smith, CFP®

I founded BBK Wealth in May of 2020 in order to provide customized financial planning and investment management services to individuals and families regardless of their net worth, income, or investable assets.

That’s correct – May of 2020. The timing could not have been worse. I realized building this company that relationships have never been more important. I strive to provide cutting edge technology for those interested. I also will strive to provide cutting edge dialogue for those happy with a good meal and conversation.

I currently work with professors, teachers, doctors, business owners, and retirees. I care about my clients and independently understand their specific financial challenges.

My services are customized to my clients’ needs. This can include incorporating socially responsible investments, digital assets, real assets or alternatives into client portfolios. I am an advisor who listens, solicits your input, shares my thinking, and tests ideas against what you are willing and able to do, so we can develop a lasting and beneficial relationship.

I am a Certified Financial Planner™ professional with a finance degree from Notre Dame. I am an Eagle Scout. I also am a proud graduate of the Alliance for Catholic Education program. I was built for this – undergrad in finance, masters in education.

My commitment to you means more than any of that – If it makes sense to work together we will.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Educators, Teachers, and Academics
  • Outdoor Enthusiasts
  • Small Business

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $1000+/engagement
  • Hourly Fee: $325+/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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