Tyler
Hunt

Soltis Investment Advisors, LLC

CRD#6192405
Investment Advisor
in Saint George, UT

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About this Advisor

Tyler Hunt is a financial advisor based in Saint George, Utah, working with Soltis Investment Advisors, LLC. Tyler has previously held positions at Arista Wealth Management, LLC, Brigham Young University, Adobe Systems, Innovation Rebar LLC, and Soltis Investment Advisors LLC. Tyler has passed the Series 65 regulatory exam and is registered to provide services in California, Nevada, Texas, and Utah. Currently, Tyler is part of Soltis Investment Advisors, LLC, which operates out of Saint George, Utah. The firm has 7 offices and 72 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Soltis Investment Advisors, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

20 North Main Suite 400
Saint George, UT 84770

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Soltis Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$6,821,969,061

UT Average: $693,624,108
Total Number of Employees

72

UT Average: 12
Total Number of Accounts

3,884

UT Average: 1,115
Average Account Size

$1,756,429

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Tyler Hunt Work History

2021 - Present (3 years)

Soltis Investment Advisors LLC

2017 - 2021 (4 years)

Arista Wealth Management, LLC

2015 - 2015 (< 1 year)

Adobe Systems

2015 - 2017 (2 years)

Innovation Rebar LLC

2012 - 2015 (3 years)

Brigham Young University

Disclosures

Please visit the SEC profile of Tyler Hunt 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 Soltis Investment Advisors, LLC

Jedd Wilson
Salt Lake City, UT
Nathaniel Barton
Salt Lake City, UT
Jacob Wagner
Saint George, UT
Maggie Scanlon
Saint George, UT
Coltin Davis
Saint George, UT
Mardie Dotseth
Saint George, UT
William Wallace
Saint George, UT
Bernard Braudis
Saint George, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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