Tara Nolan
Tara Nolan is a registered investment advisor at Tara Nolan Advisory Services, LTD, based in Peyton, CO, with 16 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Tara Nolan Advisory Services manages client accounts through third-party money managers. The annual fee ranges from 0.25% to 2.5% of the assets managed by the third-party, depending on the size and complexity of the account. Smaller accounts pay a higher percentage than larger accounts, and fees are negotiable. Tara Nolan Advisory Services may receive a portion of this fee from the money manager or directly from the custodian.
Location
15460 Chaparral Loop West, Peyton, CO, 80831
Get directionsHistory
Regulatory History (1)
Regulatory
December 2019Other Business Activities
Tara is the president of Donzer Enterprise, an S-corp for tax purposes and sales of greeting cards, and DBA of Darc Press, which publishes books and DVDs. She also is a member of K&T Enterprises, LLC, her husband's real estate business, and is an Air Force Reservist taking about a quarter of her time.
Employment History
Current Registrations
Tara Nolan Advisory Services, LTD
Previous Registrations
Tara Nolan Advisory Services, LTD
Tara Nolan Advisory Services, LTD
Tara Nolan Advisory Services, LTD
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, 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.