Tyler Andrew Morris

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 04/2023
  Personal Capital Advisors Corporation
  Denver, CO
• 04/2023 → 03/2024
  Empower Advisory Group Llc
  Greenwood Village, CO
• 03/2024 → 12/2025
  Compound Planning
  Broomfield, CO
• 12/2025 → Present
  Farther
  Broomfield, CO

Previous Registrations

• 2024-03-01 → 2026-01-13
  Compound Planning, Inc.
  New York, NY
  Broomfield, CO
• 2023-04-03 → 2024-03-05
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2014-02-25 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO
• 2011-01-04 → 2011-12-21
  Waddell & Reed
  Las Vegas, NV
  Boulder, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2014-02-24