Taylor Bell is a registered investment advisor at Aequitas Financial, LLC, based in Culver City, CA, with 5 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Culver City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Taylor owns and operates Aequitas Bookkeeping, assisting small businesses with bookkeeping and accounting. Taylor is also employed as a Direct Solutions Consultant at Addepar, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Aequitas Financial, LLC
Previous Registrations
Blue Barn Wealth
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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