TrueAdvisor
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CFP
ST
CFP

Stephen Taylor

Merited Wealth, LLC
19 Years of Experience
North Bay Village, FL
Sells Insurance
View SEC Summary
View SEC Summary

Stephen Taylor is a CFP-designated registered investment advisor at Merited Wealth, LLC, based in North Bay Village, FL, with 19 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 186 clients with $190M in assets under management.

Merited Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
186 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$186.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are up to 2.0% of assets under management and can be structured as a straight percentage or on a tiered basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1666 79th Street Causeway, Suite 501, North Bay Village, FL, 33141

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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 ActivitiesSells Insurance

Stephen is an attorney since 2001, preparing wills, trusts, and other estate planning documents, spending a few hours per week. He is also an independent insurance agent for various insurance companies and provides expert witness opinions, dedicating minimal time to each.

Employment History
Current Registrations
Merited Wealth, LLC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2015 - December 2019 · 4 yrs 10 mos
Cambridge Investment Research, INC.Broker
February 2015 - December 2019 · 4 yrs 10 mos
Transamerica Financial Advisors, INCBroker
March 2014 - March 2015 · 1 yr
Transamerica Financial Advisors, INC.
March 2014 - March 2015 · 1 yr
Intersecurities, INC.
February 2006 - December 2008 · 2 yrs 10 mos
Intersecurities, INC.Broker
February 2006 - December 2008 · 2 yrs 10 mos
MML Investors Services, INC.Broker
October 2001 - February 2006 · 4 yrs 4 mos
Metlife Securities INC.Broker
September 2001 - October 2001 · 1 mo
Metropolitan Life Insurance CompanyBroker
September 2001 - October 2001 · 1 mo
State Registrations2 states
FLTX
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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