Chad Taylor is a registered investment advisor at Mdt Financial Advisors, LLC, based in Webster, TX, with 30 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 331 clients with $290M 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% |
Fees are based on cumulative household assets under advisement and may be negotiated at MDT Financial Advisors' sole discretion. Third-party manager programs through Wells Fargo may incur additional manager fees up to 0.60%.
Fee Estimator
Location
455 E Medical Center Blvd, Suite 115, Webster, TX, 77598
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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
Chad has a 33.34% ownership stake in MDT Financial Advisors LLC since 2009. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Mdt Financial Advisors, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Painewebber IncorporatedBroker
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.
Exams
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