Advisor at Taylor Advisory Group
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
Taylor Advisory Group
Location
Scottsdale, AZ
Credentials
Series 63, Series 65
Industry experience
42 years
Philip Taylor is a financial advisor at Taylor Advisory Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Whitehall-Parker Securities, Inc. since 2016 and One Source Health & Wealth Management since 2015. Taylor also spends several hours weekly involved with the Stornetta Insurance Agency, focusing on life insurance and fixed annuity sales. Taylor Advisory Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a fundamentally driven, long-term investment approach with customized portfolios and offers its services primarily through a bundled wrap-fee program, where it acts as both sponsor and portfolio manager.
Based on Taylor Advisory Group
Fixed fee engagements for financial planning with minimum fee of $1,000
0.70% to 2.00% depending on the size and complexity of the Client relationship
Up to $350 per hour for financial planning projects
Minimum fee: Minimum annual fee of $1,000 Fee-only: Financial planning ongoing annual fee: 1.00% of AGI (employed individuals) or 1.00% of liquid net worth (retired individuals); minimum $1,000 annually; hourly fees up to $350/hour with minimum $1,000 and maximum 1% of liquid assets subject to investment plan; fixed fees with minimum $1,000 and maximum 1% of prior year AGI or liquid assets
Scottsdale, AZ
Arizona · California
Whitehall-Parker Securities, Inc.
2016 - Present (10 years)
One Source Health & Wealth Management
2015 - Present (11 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not 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.
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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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