TrueAdvisor
TrueAdvisor
GT
GT

George Lester Taylor

Etesian Wealth Advisors, INC.
42 Years of Experience
1 Disclosure
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersCorporate ExecutivesHigh Net Worth
Etesian Wealth Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
388 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$426.8M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.65%
$10M+0.55%

Actual fees charged to investment advisory clients vary significantly from client to client and may be higher or lower than indicated in the standard fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1969 Willamette Falls Drive, #200, West Linn, OR, 97068

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2011
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Etesian Wealth Advisors, INC.
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Moss Adams Securities & Insurance LLCBroker
December 2005 - September 2018 · 12 yrs 9 mos
Aig Financial Advisors, INC.
October 2005 - December 2005 · 2 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2005 · 2 mos
Moss Adams Wealth Advisors LLC
April 1999 - November 2024 · 25 yrs 7 mos
Sentra Securities CORP
June 1998 - October 2005 · 7 yrs 4 mos
Sentra Securities CorporationBroker
September 1997 - October 2005 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1983 - September 1997 · 14 yrs 4 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.