Taylor Mavrakos
Taylor Mavrakos is a registered investment advisor at Mfp Financial Services, LLC, based in Safety Harbor, FL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 632 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MFP Financial Services offers investment management services where the maximum annual fee will not exceed 2.00%. Fees are billed quarterly in advance based on the value of the account. Fees are negotiable. The firm also uses third-party money managers, and their fees are in addition to MFP Financial Services' advisory fees.
Location
335 Ninth Ave. S., Safety Harbor, FL, 34695
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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 involved in several investment-related activities, including working with MFP Financial Services, Independent Advisor Alliance, and Taylored Wealth Management, dedicating significant time to these endeavors. Taylor also engages in mortgage/real estate services and has a business entity for tax purposes.
Employment History
Current Registrations
Mfp Financial Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Independent Financial Partners
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations3 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.