One advisor. Long tenure.
Our team is intentionally small. Every client works directly with our advisor, not an intermediary.
Tyler Thompkins, CFP®, AIF®
Tyler Thompkins is the Managing Director and Private Wealth Advisor of TK Advisory, an independent, fee-only wealth management practice in San Juan Capistrano built for individuals and families preparing for and living in retirement. With nine years in wealth management, Tyler built the practice on a shared conviction: that the right advisor isn't just a manager of money, but a trusted partner for life's most important transitions. A graduate of California State University, Fullerton, where he studied finance with an emphasis in financial planning, Tyler is a CERTIFIED FINANCIAL PLANNER® professional (CFP®) and an Accredited Investment Fiduciary (AIF®), and has passed the Series 65 (Uniform Investment Adviser Law Examination). He built TK Advisory alongside his wife and business partner, Kylin, to create a concierge practice where clients are known by name and access is direct. His approach integrates comprehensive financial planning with tax-focused investment management, so that every recommendation is made with the full picture in view. Tyler works closely with a network of CPAs and estate planning attorneys to coordinate each client's plan across every part of their financial life. Faith is the foundation of everything Tyler and Kylin have built, shaping how they show up for every family they serve. Outside the office, Tyler enjoys golf, travel, and time with family and friends.
Kylin Thompkins
Kylin Thompkins is the Head of Client Services and Operations Manager of TK Advisory, the boutique wealth management practice she built alongside her business partner and husband, Tyler. A Registered Dental Hygienist who holds a Bachelor of Science in Dental Hygiene, Kylin has spent her career in clinical patient care. It is a profession that depends on the same things a strong advisory relationship does: trust earned one appointment at a time, and the ability to put people at ease during decisions that matter. At TK Advisory, Kylin shapes the client experience. She helped define the practice's service standards from the beginning and remains closely involved in the details that determine what it feels like to be a client here, from the office itself to the way each family is welcomed and cared for. Outside the office, Kylin enjoys cooking and is passionate about holistic health and wellness.
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