Advisor at Wildes Financial Strategies, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wildes Financial Strategies, Inc
Location
Georgetown, SC 29440
Credentials
Series 65
Industry experience
< 1 year
Brian Taylor is a financial advisor at Wildes Financial Strategies, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he served in the United States Marine Corps for 29 years. Wildes Financial Strategies provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm manages approximately $117 million in discretionary assets and offers portfolio management alongside financial planning and consulting services.
Based on Wildes Financial Strategies, Inc
Based on Wildes Financial Strategies, Inc
Fixed fees up to $10,000, payable 50% in advance and remainder upon completion; ongoing financial planning fixed fees negotiated and payable quarterly
Up to 1.00% of portfolio/plan assets payable quarterly in advance or in arrears
Commission-based compensation for insurance products sold by licensed insurance agents affiliated with the firm
Hourly fee of $400 per hour
Fee-only: Hourly fee of $400/hour; Fixed fees up to $10,000 (negotiable and may exceed $10,000 in complex cases); Percentage of asset fee up to 1.00%
625 Church St.
Georgetown, SC 29440
South Carolina
Wildes Financial Strategies, Inc.
2025 - Present (1 year)
United States Marine Corps
1996 - 2025 (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®
Georgetown, SC
Mavericus Retirement Services LLC
Series 63, Series 65
Georgetown, SC
Winyah Financial Services, LLC
Series 63, Series 65
Pawley's Island, SC
Abbot Financial Management, Inc.
CFP®, Series 63, Series 66
Georgetown, SC
Wildes Financial Strategies, Inc
Series 65
Pawleys Island, SC
Hardwick Capital Management, LLC
PFS™
Georgetown, SC
Wildes Financial Strategies, Inc
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")