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TH
CFP
TH
CFP

Taylor Hodges

Farther
13 Years of Experience
Vero Beach, FL
Sells Insurance
View SEC Summary
View SEC Summary

Taylor Hodges is a CFP-designated registered investment advisor at Farther, based in Vero Beach, FL, with 13 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.

Farther
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
332 advisors
Number of Clients
14,965 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$16.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

660 Beachland Boulevard, Suite 206, Vero Beach, FL, 32963

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Taylor is a manager at Florida Integrated Professionals, LLC, which markets Taylor's financial planning firm, and dedicates a few hours per week. Taylor also works as a broker offering life, health, and disability insurance, also dedicating a few hours per week.

Employment History
Current Registrations
Farther
January 2026 - Present · 9 mos
Previous Registrations
Cornerstone Planning Group
May 2022 - December 2025 · 3 yrs 7 mos
Latitude Advisors, LLC
March 2016 - April 2022 · 6 yrs 1 mo
Gwn Securities INC.Broker
February 2016 - May 2022 · 6 yrs 3 mos
Park Avenue Securities LLC
May 2015 - February 2016 · 9 mos
Park Avenue Securities LLCBroker
January 2013 - February 2016 · 3 yrs 1 mo
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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