Taylor Sundeen
Taylor Sundeen is a CFP-designated registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 17 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
130 Cheshire Lane, Suite 130, Minnetonka, MN, 55305
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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
Taylor works as a realtor for Realty Group, Inc., dedicating minimal time to assisting with real estate transactions. Taylor is also an insurance agent, spending about 10-20% of their time selling various insurance products.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Foundations Investment Advisors LLC
Advisornet Wealth Management
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
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.