Hunt Taylor
Hunt Taylor is a registered investment advisor at Simplicity Wealth, based in Memphis, TN, with 25 years of industry experience. Hunt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
6401 Poplar Ave., Suite 250, Memphis, TN, 38119
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Regulatory History (1)
Employment Separation After Allegations
October 2016Other Business ActivitiesSells Insurance
Hunt is involved in investments and insurance through Taylor Wealth and Insurance, dedicating full-time hours to business sales development. Hunt is also a producer of commercial property and casualty insurance for restaurants and contractors with The Glass Insurance Group, spending about 10-20% of their time on this.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Virtue Capital Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
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.