Jason Taylor is a CFP-designated registered investment advisor at Taylors Financial, based in Fort Collins, CO, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 64 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for amounts over $2,000,000.
Fee Estimator
Location
4025 Automation Way D3, Fort Collins, CO, 80525
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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 Activities
Jason is an accountant at Taylor's Accounting & Income Tax since 1998, and collects rent for property management since 2009. He is also a children's author, owner of Taylor Financial Planning Inc. and FTC Evergreen LLC, and a tax preparer & planner at 365 Tax Strategy, spending about half his time on the latter.
Employment History
Current Registrations
Taylors Financial
Previous Registrations
Aspen Leaf Wealth Management, Pbc
Ing Financial Partners, INC
Prudential Financial Planning Services
Taylors Accounting & Income Tax
State Registrations2 states
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