Taylor Whitt is a CFP-designated registered investment advisor at Cairn Financial Group, based in Nashville, TN, with 10 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 192 clients with $63M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.75% |
For clients also receiving financial planning services, the fee on the first $1,000,000 is discounted to 0.95%.
Fee Estimator
Location
501 Union Street, Suite 600B, Nashville, TN, 37219
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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 →Employment History
Current Registrations
Cairn Financial Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
State Registrations8 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.