Stephen Taylor
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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 124 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merited Wealth charges up to 2.0% of the value of your portfolio annually. The exact percentage may be structured as a straight percentage or on a tiered basis, with a reduced percentage rate based on reaching certain thresholds. Fees are collected quarterly, in advance. You can terminate your account at any time and receive a pro-rata refund of any unearned fees.
Location
1666 79th Street Causeway, Suite 501, North Bay Village, FL, 33141
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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 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
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Intersecurities, INC.
Intersecurities, INC.Broker
MML Investors Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
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.