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Tyler Robinson Elliott

Helping young professionals design their path to financial freedom

Watershed Wealth Planning LLC
PRINCIPAL & CCO

Portland

OR

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Qualifications

Experience

No timeline events available.
Employer Years Dates
Penn Mutual Life Ins Co 2 years, 9 months Feb 2014 - Nov 2016
Hornor Townsend & Kent Inc 2 years, 9 months Feb 2014 - Nov 2016
Tyler R. Elliott, Pc, Attorney At Law 2 years, 3 months Sep 2011 - Dec 2013
Albertazzi Law Firm 1 year, 4 months Feb 2010 - Jun 2011

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 2, 2020
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Feb 2, 2020
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Watershed Wealth Planning LLC

Last updated on Jan. 22, 2020
    • $34.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30
      Accounts
    • $1.1M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees