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Edward Taylor

18 Years of Experience
Portland, OR

Edward Taylor is a registered investment advisor at Fiduciary Consulting Group, based in Portland, OR, with 18 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
IM Fee
Planning only
Assets Under Management
$14.7B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9755 SW Barnes Road, Suite 660, Portland, OR, 97225

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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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Employment History
Current Registrations
Fiduciary Consulting Group
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Stancorp Investment Advisers, INC.
February 2008 - June 2016 · 8 yrs 4 mos
State Registrations2 states
ORTX
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.
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