TR
CFP
TR
CFP

Taylor Reasoner

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
366 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$558.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

10000 North Central Express Way, Suite 1350, Dallas, TX, 75231

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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

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
June 2024 - Present · 1 yr 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.