Trevor Taylor
Trevor Taylor is a CFP-designated registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 18 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,989 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accurate Wealth Management manages investment portfolios for a fee based on a percentage of the assets managed. The maximum annual management fee is 2.50%, and this fee is negotiable. The fee is calculated and charged quarterly in advance. Clients may aggregate accounts to negotiate a lower fee. This fee does not include brokerage and custodial fees.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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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
Trevor works as a broker/associate for Michael Saunders & Co. in real estate, dedicating minimal time. He also works as an agent for Impact Partnership and Accurate Advisory Group, selling fixed annuities and life insurance, dedicating a few hours per week to each. Finally, he is an investment adviser representative for Accurate Wealth Management, spending about 10-20% of his time there.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
Aag Capital, INCBroker
Intervest International, INC.
Intervest International Equities CorporationBroker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Aegis Capital CORP.
Aegis Capital CORP.Broker
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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.