Advisor at Stratos Wealth Advisors LLC
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Firm
Stratos Wealth Advisors LLC
Location
Pepper Pike, OH 44122
Credentials
CFP®, Series 63
Industry experience
21 years
David Taucher is a CFP® with 21 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2023. His prior experience includes roles at Beacon Financial Advisory LLC, Springside Partners LLC, Dakota Wealth, LLC, Sequoia Financial Group, LLC, and RAV Financial Services, LLC. Taucher also operates a registered investment advisor DBA, Pistone Wealth Advisors. Stratos Wealth Advisors LLC serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes a combination of bespoke and model portfolios with access to affiliated and third-party subadvisers, and maintains custodial relationships with Fidelity and Schwab.
Based on Stratos Wealth Advisors LLC
Based on Stratos Wealth Advisors LLC
Based on Stratos Wealth Advisors LLC
Flat fees for financial plans; flat fees for asset management in limited cases, up to 2.0% of assets under management
$0+: Negotiable, up to maximum 2.0% annually for advisor-managed non-wrap accounts Varies by TPIA program+: Typically tiered fees ranging from 0.15% to 1.05% plus optional 0.10% tax overlay fee for SIMC sub-advised programs; maximum total fee 3.0% including up to 2% SWA fee and 1% TPIA fee
Typically up to $500 per hour; may be higher in some cases
Subscription financial planning services with recurring fees negotiated between IAR and client; may be monthly or quarterly
Account minimum: $10,000 Fee-only: Financial planning and consulting fees are negotiable; hourly fees up to $500/hour typically; flat fees also available for financial plans; subscription financial planning fees may be fixed or tiered monthly or quarterly fees
29525 Chagrin Blvd., Suite 315
Pepper Pike, OH 44122
Ohio · Texas
Stratos Wealth Advisors, LLC
2023 - Present (3 years)
Beacon Financial Advisory LLC
2020 - 2023 (3 years)
David Taucher
2019 - 2020 (1 year)
Springside Partners LLC
2019 - 2019 (1 year)
Dakota Wealth, LLC
2019 - 2019 (1 year)
Sequoia FInancial Group, LLC
2016 - 2019 (3 years)
Sequoia Financial Advisors, LLC
2016 - 2019 (3 years)
RAV Financial Services, LLC
1995 - 2016 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 66
Chagrin Falls, OH
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Series 63
Parma, OH
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Series 63, Series 65
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WRK Investments, LLC
Series 65
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Volition Financial Network, LLC
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
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