Jay Arce is a CFP-designated registered investment advisor at Taylor Financial Group, INC., based in Roanoke, VA, with 9 years of industry experience. Jay 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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Current Registrations
Taylor Financial Group, INC.
Previous Registrations
Sonder Financial Advisors
Compass Financial Group, INC.
State Registrations1 state
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