Jill Gordon is a registered investment advisor at Taylor Financial Consulting, based in Lantana, TX, with 23 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 4 clients with $810K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual advisor fee is 1% of assets. The fee is payable quarterly in advance and is negotiable.
Fee Estimator
Location
8204 Tyler, Lantana, TX, 76226
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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 →Other Business Activities
Jill is the CEO of Bald Eagle Construction, LLC, a home building and remodeling company, and spends a few hours per week on it. She is also the CEO of Eagle European Capital, LLC, which sells gold and silver coins and bullion, also spending a few hours per week.
Employment History
Current Registrations
Taylor Financial Consulting
Previous Registrations
Taylor Financial Consulting
Royal Alliance Associates, INC.
State Registrations1 state
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.