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G. Adair Tyler, CLTC®, CRPC®
Lpl

Tel: 757-787-4279 Ext. 107
25020 Shore Parkway
Ste 2B
Onley, VA 23418
Lpl | Financial Advisor in Onley ,VA

Building a Bridge to Your Financial Future


About G. Adair Tyler

Adair prides himself in assisting clients with goal setting and life planning, making sure that the best laid plans aren't derailed. After 12 years advising for some of the largest firms in the industry, Adair has learned that helping clients on a more personal level is what's most important. Along with his financial advising skills, Adair draws on skills learned from a career in information technology at Autotrader.com and Cisco Systems. Prior to earning a Bachelor's degree from Virginia Wesleyan College, he served in the US Army in a MLRS, Rocket battalion, both stateside and in Europe, as well as the first Gulf War, garnering several meritorious awards. Adair enjoys developing and implementing strategies for his hard-working, motivated clients. In conjunction with technological planning tools, Adair follows a disciplined planning process, assessing the financial situation, understanding volatility tolerance, forming asset allocations, planning for future care, inheritance or estate issues, and monitoring the plan regularly. Adair has also implemented several retirement plans for businesses and non-profits. Adair is supported by resources from several large research firms, active and passive money managers as well as insurance specialists, legal and trust specialists and a supportive team structure. Adair is a Registered Representative of LPL Financial and an Investment Advisor Representative of LPL Financial. Born and raised on The Eastern Shore and growing up in the town of Parksley, Adair currently resides in Onancock. Bayside to Seaside and Bow to Stern, he is glad he moved back home after 20 years being out in the wide world. Adair enjoys boating, spending time with his wife Jennifer, and cheering on his children Carolin, Matthew, Noah, Virginia and Charlotte, at their games!


About Lpl

We at Chesapeake Investment Planning LLC desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

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General Information

Firm Start Year:   2006
No.of Employees:   5-9
Insurance License#:   8997926
Name of Broker/Dealer:   LPL
Name of Custodial Firm:   LPL
States Licensed in:   VA, MD
Number of Years with Current Firm:   6
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Financial Advice & Consulting, Money Management

Services

Investment Types:   Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Insurance, Annuities, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Our Office, Your Home, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients:   >500
Firm's Number of Planning Clients:   >500
Firm's Number of Managed Clients:   >500
Assets Managed by Firm:   >300,000,000
Advisor's Number of Clients:   182
Advisor's Number of Managed Clients:   182
Advisor's Number of Planning Clients:   182
Assets Managed by Advisor:   $45,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   25000
Compensation Methods:   Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:   <0.99%
Hourly Rate:   $60.00
Additional Details on Charges:   Fees are tiered.
Minimum Fee Charged for Managed Accounts:   $45
Minimum Fee Charged for Hourly Planning Accounts:   $30

Board Positions

Organization :   Accomac County Planning Commsion
Position :   Councilman
Duration :   01/01/2022-Present
Organization :   Onancock Rotary
Position :   President
Duration :   07/15/2021-Present

Education

Bachelors  - Accounting   Virginia Wesleyan University  - Virginia Beach, Virginia
08/15/1991-12/20/1994

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Financial Services

Portfolio Management

Dimensional Funds Advisors and other no load solutions. Goals Based and Budget Based Planning

Retirement Planning

Dimensional Funds Advisors and other no load solutions. Goals Based and Budget Based Planning

401K Rollovers

Dimensional Funds Advisors and other no load solutions.Goals Based Grow and Protect Wealth

Insurance Planning

Variable Universal Life with chronic care and Extended Care Planning

Annuities

ONLY WHEN A REAL NEED EXISTS....they are very expensive and open to not solve for the real need or respond as a viable solution.

Education Funding and Planning

Tuition and 529 and prepaid College Planning Solutions and Trade School assistance

Wealth Management

Dimensional Funds Advisors and other no load solutions.Goals Based Grow and Protect Wealth

Risk Management

Software based analysis and Goals Based and Budget Based Planning

Money Management

Dimensional Funds Advisors and other no load solutions. Budgeting and ideas for those big life choices



Disclaimer

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, DE, DC, FL,KS, KY, ME, MD, NJ, SC, TN,TX, UT, VA.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 2:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 2:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 2:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 2:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 2:00 PM

Communities Served

Eastern Shore of Virginia Eastern Shore of Maryland Virginia Counties including Accomac Northampton
Matthews Middlesex and Northern Neck

Compensation Arrangements

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