Taylor Reasoner is a CFP-designated registered investment advisor at Eq Wealth Advisors, based in Lubbock, TX, with 2 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 309 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5%. Fees may vary based on account size, portfolio complexity, and family account house-holding, and are negotiable in certain circumstances.
Fee Estimator
Location
Lubbock, TX
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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 works as an administrative consultant for Oberkampf Supply, providing administrative support as needed. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Eq Wealth Advisors
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.
Exams
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