Taylor Leary
Taylor Leary is a CFP-designated registered investment advisor at Cs Planning CORP, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
6400 S Fiddlers Green Circle, 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
Cs Planning CORP
Previous Registrations
Forta Financial Group, INC.Broker
Forta Financial Group, INC.
Edward Jones
Edward JonesBroker
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.