Taylor Ahern is a registered investment advisor at Copper Financial, based in Kansas City, MO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 3,412 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Copper Financial does not directly manage your investments. Instead, they connect you with third-party investment managers. These managers will charge their own fees, with a maximum annual fee of 2.5% of the assets they manage for you. Copper Financial and your advisor receive a portion of the manager's fee as compensation for the referral. This portion is negotiable.
Location
6390 N Cosby Ave, Kansas City, MO, 64151
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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
Taylor is an advisory board member for the Financial Planning Advisory Board at the University of Missouri-Columbia, dedicating minimal time. Taylor also sells clothing on Poshmark, spending minimal time on this activity.
Employment History
Current Registrations
Copper FinancialBroker
Copper Financial
Previous Registrations
American Century Private Client Group
American Century Investment Services INC.Broker
State Registrations15 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.