Taylor Richardson
Taylor Richardson is a registered investment advisor at Engage Wealth Advisors, LLC, based in Overland Park, KS, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 310 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
7285 W. 132nd Street, Suite 140, Overland Park, KS, 66213
Get directionsHistory
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 is an independent insurance agent, dedicating a few hours per week to insurance sales. Taylor also serves as a board member for the Gardner Rotary Club, spending minimal time on this civic activity.
Employment History
Current Registrations
Engage Wealth Advisors, LLC
Previous Registrations
Engage Advisors Wealth LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations5 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.