Taylor Leary
Taylor Leary is a CFP-designated registered investment advisor at Advisory Solutions Group, based in Greenwood Village, CO, with 16 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 807 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee charged is 2.50% on all assets under management. Fees are generally negotiable and depend upon the complexity of the service.
Fee Estimator
Location
6400 S Fiddlers Green Cir, Suite 100, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2021Other Business ActivitiesSells Insurance
Taylor is a licensed insurance producer appointed with multiple carriers since 2010.
Employment History
Current Registrations
Advisory Solutions Group
Previous Registrations
Cs Planning CORP
Forta Financial Group, INC.
Forta Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
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.
Exams
More Advisors
- Joshua Deloach, CFPNilsine Partners, LLC
- Patrick Smith, CFAFiduciary Consulting Group
- James Liddy, CFAAlvista Wealth Consulting, LLC
- Ryan Finch, CFPEmerson Equity LLC
- Matthew Lavoie, CFALarson Financial Group, LLC
- Derrick Watson, CFPStonebridge Capital Advisors LLC