Tyler
Stearns
Castle Coast Wealth, LLC
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About this Advisor
Tyler Stearns is a certified financial planner working in La Jolla, California, with 4 years of relevant experience. Stearns is an employee of Castle Coast Wealth, LLC. Over the course of their career, Stearns has held roles at San Diego State University, Lpl Financial, William Litton Dba Litton Financial, None, Charles O Gillespie Dba Litton Financial Services and Litton Financial, LLC. Stearns maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Castle Coast Wealth, LLC is a firm headquartered in La Jolla, CA. It handles $282 million in total assets across its 947 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves three charities and foundations. Of its 947 customer accounts, 42% are associated with high-net-worth clients who have at least $1 million in assets. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules are based on the type of services. Fee types charged by Castle Coast Wealth, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Castle Coast Wealth, LLC Brokerage Details
$282,197,908
8
947
$297,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Tyler Stearns Work History
Tyler has been registered as a financial advisor for 4 years.*
Litton Financial, LLC
Charles O Gillespie Dba Litton Financial Services
William Litton Dba Litton Financial
None
Lpl Financial
San Diego State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler Stearns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Castle Coast Wealth, LLC
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
Incline Village, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
