Advisor at Carlisle Financial Group, 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
Carlisle Financial Group, LLC
Location
Carlisle, MA
Credentials
Series 65
Industry experience
14 years
Linda Taylor is a financial advisor with Carlisle Financial Group, LLC, holding a Series 65 designation and 14 years of industry experience. She operates as the sole advisor at her independent firm based in Carlisle, MA. Carlisle Financial Group provides portfolio management and financial consulting services to individual clients, focusing on passive, index-based investment strategies primarily through mutual funds and ETFs. The firm emphasizes asset allocation and cost efficiency, offering retirement planning and as-needed financial advice alongside portfolio management.
$0 - $500,000: 1% $500,000+: 0.50%, up to a maximum of $25,000
$150 per hour for Financial Consulting services
Minimum fee: $250 per quarter Fee-only: Fee-only advisory firm, compensated only by clients, no commissions or other compensation received
Carlisle, MA
Massachusetts
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.
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Series 65
Wayland, MA
Levin Financial Planning
Series 65
Arlington, MA
Aztec Capital LLC
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
Series 63, Series 65
Chelmsford, MA
Value Financial Services Corp.
CFP®
Medford, MA
Hennessy Financial Services
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")