Taylor Welz is a CFP, PFS-designated registered investment advisor at Dkm Wealth Management, INC., based in Stockton, CA, with 29 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable. Family member account values may be combined to reach breakpoints.
Fee Estimator
Location
10100 Trinity Parkway, Suite 450, Stockton, CA, 95219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dkm Wealth Management, INC.
Previous Registrations
Litman Gregory Wealth Management, LLC
Welz Financial Services, INC.
Bowman & Company, LLP
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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