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Tiffany Taylor

Missionsquare Retirement
20 Years of Experience
Cypress, TX
5 DisclosuresBroker
View SEC Summary
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Tiffany Taylor is a registered investment advisor at Missionsquare Retirement, based in Cypress, TX, with 20 years of industry experience. Tiffany is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B in assets under management.

Missionsquare Retirement
Compensation
Fee-Only (% of Portfolio)
Firm Size
131 advisors
Number of Clients
40,527 clients
Average Client Portfolio
$156K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.

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

Location

Cypress, TX

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2026
Pending
Financial
July 2025
Pending
Financial
February 2025
Final
Financial
February 2025
Pending
Financial
January 2025
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Missionsquare Retirement
June 2025 - Present · 1 yr 4 mos
Missionsquare Wealth Management
June 2025 - Present · 1 yr 4 mos
Missionsquare Wealth ManagementBroker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Empower Advisory Group, LLC
July 2023 - May 2025 · 1 yr 10 mos
Empower Financial Services, INC.Broker
June 2023 - May 2025 · 1 yr 11 mos
Trinity Portfolio Advisors, LLC
November 2009 - April 2023 · 13 yrs 5 mos
MML Investors Services, INC.
January 2009 - November 2009 · 10 mos
MML Investors Services, INC.Broker
January 2009 - November 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - January 2009 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - January 2009 · 3 yrs
Ameriprise Financial Services, INC.Broker
January 2006 - February 2006 · 1 mo
Ameriprise Financial Services, INC.
January 2006 - February 2006 · 1 mo
State Registrations7 states
ARIAKSLAMONETX
AdvisorBrokerBoth

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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