Ty Rollins, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ty Rollins, Inc. is a state-registered investment adviser that provides ongoing comprehensive financial planning and non-discretionary investment advice to individual clients. The firm does not accept custody of client funds or report assets under management and instead delivers recommendations and assists clients with implementation through outside custodians.
The firm’s recommendations emphasize passive portfolio construction—typically using index mutual funds and ETFs—while also drawing on fundamental, technical and cyclical analysis to inform asset-allocation guidance. Its planning services cover retirement projections and withdrawal strategies, tax and estate planning coordination, employee benefits optimization, charitable-giving and multi-generational planning, with periodic plan reviews and revisions.
What is distinctive for a firm in the investment-manager grouping is that it bills on a monthly subscription basis rather than charging a percentage of assets under management, and it does not participate in wrap fee programs or accept third-party compensation. The firm notes adherence to fiduciary and CFP Board standards, the principal holds advanced business credentials and the firm offers tax-preparation activity as an ancillary service.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Ongoing monthly fee of up to $199 per month, paid monthly in arrears
Minimum fee: Initial Fee: up to $699 for the first month; ongoing monthly fee: up to $199 per month Fee-only: Initial Fee: up to $699 for the first month; ongoing monthly fee: up to $199 per month
Main office location
Ty Rollins, Inc.
Walnut Creek CA, United States
Number of offices
1
Most active in
Ty Rollins, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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