Thatcher Taylor is a CFP-designated registered investment advisor at Propath Financial, based in Tempe, AZ, with 15 years of industry experience. Thatcher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 78 clients with $60M 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis using an average daily balance.
Fee Estimator
Location
Tempe, AZ
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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
Thatcher owns Taylor Financial LLC, a financial planning and management firm, dedicating full-time hours to it. He also works as a fitness coach at Crossfit PHX, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Propath Financial
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Edward Jones
Edward JonesBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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
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