Taylor Woodard is a registered investment advisor at Luxon Brown, based in Little Rock, AR, with 5 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 98 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Luxon Brown charges a maximum of 1.75% annually for managing your investments. The exact fee is negotiable and will be outlined in your advisory agreement. Fees are deducted monthly from your account. Family and friends may receive discounted rates.
Location
13501 Chenal Pkwy, Suite 100, Little Rock, AR, 72211
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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 ActivitiesSells Insurance
Taylor works as a realtor for Luxon Brown Realty, LLC, dedicating a few hours per week. Taylor is also an insurance producer for Luxon Brown LLC and a life insurance/annuity producer for Cabana Financial LLC, spending about a quarter and about half their time, respectively.
Employment History
Current Registrations
Luxon Brown
Previous Registrations
Cabana Asset Management
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.