Cassandra Martin is a registered investment advisor at Taylor Financial Group, INC., based in Roanoke, VA, with 8 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 501 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taylor Financial Group offers investment management through a wrap fee program where a single fee covers management and transaction costs. The overall cost may be higher or lower than purchasing securities separately. They also use Capital Bank & Trust/American Funds Service Company for some Simple IRA plans, accessing a family of mutual funds. Variable annuity products are also utilized, with advisory fees charged on fee-based products, and no commissions earned by Taylor Financial Group.
Location
3102 Brambleton Avenue., Sw, Roanoke, VA, 24018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Taylor Financial Group, INC.
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Capitol Family Office, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.