Taylor Vilhauer
Advisor at Momentous Wealth Management, 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.
Advisor at Momentous Wealth Management, 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.
Location
Vancouver, WA 98663
Credentials
Series 66
Industry experience
13 years
Taylor Vilhauer is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with 13 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2020, Momentous Wealth Management since 2017, and Kms Financial Services from 2012 to 2020. Outside of his advisory role, Vilhauer serves on the board of Innovative Services NW and is involved in community activities including organizing fundraising events for Faith RX’d and supporting the Clark County Young Life golf tournament. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for about 455 clients. The firm offers customized portfolios using a mix of individual securities and funds, employing fundamental, technical, cyclical, and ESG analysis, along with ongoing monitoring and rebalancing.
Based on Momentous Wealth Management, Inc.
Financial planning and consulting fees range from $1,500 to $2,500, with no retainer exceeding $1,200 when services cannot be rendered within 6 months
$0+: Up to 1.00% annually $0+: Up to 1.30% annually (if utilizing sub-advisory services; split as 1.00% to firm and 0.30% to sub-advisor)
Representatives are registered representatives of PKS and receive commissions for securities sales, including trail fees from mutual funds
Account minimum: $250,000 Fee-only: Flat fees ranging from $1,500 to $2,500 for financial planning and consulting services
300 E. 17 Th Street
Vancouver, WA 98663
Washington
Purshe Kaplan Sterling Investments
2020 - Present (6 years)
Momentous Wealth Management, Inc.
2017 - Present (9 years)
Kms Financial Services, Inc.
2012 - 2020 (8 years)
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Is not active or affiliated with:
Insurance agent
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Lawyer
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