Richard Taylor is a registered investment advisor at Plan First Wealth LLC, based in Greenwich, CT, with 11 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 96 clients with $140M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Rates apply to US-based accounts. Non-US accounts (Morningstar, SIPPs, QROPS) use flat rates ranging from 0.75% to 1.00%. Accounts using third-party managers are subject to additional wrap or sub-advisor fees ranging from 0.05% to 0.50%. Ongoing fees are negotiable at the advisor's sole discretion.
Fee Estimator
Location
Greenwich, CT
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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
Plan First Wealth LLC
Previous Registrations
Devere USA INC.
State Registrations2 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.
Exams
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