BT
CFP
BT
CFP

Britton Taylor

9 Years of Experience
Keller, TX

Britton Taylor is a CFP-designated registered investment advisor at Taylor & Taylor Financial Services, based in Keller, TX, with 9 years of industry experience. Britton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$800K

Fee Structure

Taylor & Taylor Financial Services charges fees for financial planning services based on either an hourly rate or a percentage of the assets they manage for you.

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Location

Keller, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Britton operates Taylor and Taylor Financial Services as a sole proprietor, also offering tax preparation services.

Employment History
Current Registrations
Taylor & Taylor Financial Services
December 2016 - Present · 9 yrs 4 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.