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Christopher Taylor

Core Planning
6 Years of Experience
Birmingham, AL
View SEC Summary
View SEC Summary

Christopher Taylor is a registered investment advisor at Core Planning, based in Birmingham, AL, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 867 clients with $530M in assets under management.

Core Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
867 clients
Average Client Portfolio
$606K average
Assets Under Management
$525.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Birmingham, AL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher works full-time as a Financial Analyst for the University of California, Santa Cruz, focusing on budget planning, fiscal analysis, financial reporting, and policy management. He dedicates nearly full-time hours during security trade hours to this role.

Employment History
Current Registrations
Core Planning
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Edward Jones
May 2021 - November 2022 · 1 yr 6 mos
Edward JonesBroker
May 2021 - November 2022 · 1 yr 6 mos
Northwestern Mutual Investment Services,llc
April 2020 - March 2021 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
April 2020 - March 2021 · 11 mos
Edward Jones
March 2019 - March 2019 · 0 mos
Edward JonesBroker
January 2019 - March 2019 · 2 mos
State Registrations2 states
ALMO
Advisor

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
No exam information available for this advisor.
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