Advisor at Arete Wealth Advisors, LLC
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
Arete Wealth Advisors, LLC
Location
Schaumburg, IL 60173
Credentials
Series 66
Industry experience
7 years
David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing and Practice Management Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.
Based on Arete Wealth Advisors, LLC
Based on Arete Wealth Advisors, LLC
Flat fixed fees for financial planning services, negotiated between Advisor and Client
$0 - $249,000: 3.00% $250,000 - $749,999: 2.50% $750,000 - $1,499,999: 2.00% $1,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Arete Advisors may receive commissions from insurance sales through affiliated insurance agency
Hourly fees for financial planning services, negotiated between Advisor and Client
Performance-based fees or carried interest ranging from 5% to 20% on certain private funds as disclosed in offering documents
Account minimum: $50,000 (generally required initial minimum account balance, may be waived based on individual needs and complexity) Fee-only: Hourly fees and flat fixed fees for financial planning services, negotiated between Advisor and Client
1900 East Golf Road, Suite 675
Schaumburg, IL 60173
Illinois
Arete Wealth Management
2025 - Present (1 year)
Practice Management Consultants, LLC
2023 - 2025 (2 years)
CUSO Financial Services, LP
2022 - 2022 (1 year)
Baxter Credit Union
2022 - 2022 (1 year)
BCU Wealth Advisors, LLC
2022 - 2022 (1 year)
Wells Fargo Clearing
2017 - 2022 (5 years)
Transamerica Financial Advisors, Inc
2016 - 2017 (1 year)
World Financial Group, INC.
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 63, Series 65
Glenview, IL
Echo Prudent Capital LLC
CFA®
Barrington, IL
Maple Street Capital Advisors, LLC
Series 65
Elk Grove Village, IL
MOA Advisory & Financial Services Co
Series 63, Series 65
Rolling Meadows, IL
Leading Edge Wealth Management, LLC
CFA®, Series 66
Lincolnshire, IL
SVN Capital, LLC
Series 65
Arlington Heights, IL
Carlisle Financial Management, LLC
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