Tyme Advisors
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 285212
- Registered since
- March 13, 2024
- Website
- www.tymeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers96.22%
- HNWI3.06%
- Individuals0.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tyme Advisors is an independent, SEC-registered RIA organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients through a mix of percentage-of-AUM, hourly, and fixed fees. The adviser was registered with the SEC in 2024, is individually owned, and does not identify as a capital allocator or an active ESG investor. Tyme Advisors operates as a single-state, independent advisory practice rather than a multi-state or related-adviser platform. Its advisory footprint emphasizes managed portfolios and planning work for private clients rather than institutional pension consulting or in-house fund management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Taylor Herzog
Founder, ShareholderCRD 5214086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5851 Legacy Cir
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
The Watchman Group, Inc.
RIAPlano, TX
Wealthstar Advisors, LLC
RIAPlano, TX
Urban Fund Management, LLC
RIAPlano, TX
Moss, Luse & Womble, LLC
RIAPlano, TX
Nexus One Financial Advisors LLC
RIAPlano, TX
Insight Wealth Partners
RIAPlano, TX