Kevin Taylor is a CFP-designated registered investment advisor at Ipi Wealth Management, INC., based in Decatur, IL, with 16 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,260 clients with $2.7B 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable on a case-by-case basis. Other program fees or third-party managers may have separate schedules.
Fee Estimator
Location
3090 N Main Street, Suite C, Decatur, IL, 62526
Get directionsHistory
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
Kevin is an owner/partner of Newton Financial Group, LLC, working nearly full-time and spending a few hours per week trading. He is also an advisory representative of a RIA at CIRA, working full-time and spending about three-quarters of his time trading.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
State Registrations33 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
- James MintonIpi Wealth Management, INC.
- Allen Closser, CFPIpi Wealth Management, INC.
- Jamie Brunner, CFPBenjamin F. Edwards & Company, Incorporated
- Vickie Miller, CFPStifel, Nicolaus & Company, Incorporated
- Alan Schelling, ChFCState Farm Investment Management CORP.
- Melanie Schelling, ChFCState Farm Investment Management CORP.