Taylor Willson is a registered investment advisor at Bennco Advisors, based in Colorado Springs, CO, with 16 years of industry experience. Taylor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Insurance Planning, Real Estate Investing, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly consulting — $250/hour for Brian Bennett and $150/hour for Taylor Willson, covering personalized financial planning, coaching, and portfolio reviews
- First consultation — Free for the first hour to discuss your situation and determine if the advisors are a good fit
Location
731 Tejon Street, Colorado Springs, CO, 80903
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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
Taylor is involved with Willson Investments, managing family-owned real estate rental properties since 2002. Taylor spends minimal time on this activity, primarily preparing homes for showings, conducting showings, and performing routine maintenance.
Employment History
Current Registrations
Bennco Advisors
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Morgan Stanley Smith BarneyBroker
State Registrations7 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.
Exams
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