Richard
Taylor
Plan First Wealth LLC
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About this Advisor
Richard Taylor is a financial advisor who works out of Greenwich, Connecticut with 2 years of relevant experience. Taylor currently works for Plan First Wealth LLC. Throughout their career, Taylor has worked at Pic Middle East, Devere Usa Inc and Plan First Wealth LLC. Taylor has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Connecticut and Texas. Plan First Wealth LLC is an advisory firm operating out of Greenwich, CT. It has offices in four locations and just five advisors. It administers $114 million in assets under management between its 188 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 188 accounts, 63% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial advisory fees vary depending on which services the firm provides the client. However, fees charged by Plan First Wealth LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plan First Wealth LLC Brokerage Details
$114,413,521
5
188
$608,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Richard Taylor Work History
Richard has been registered as a financial advisor for 2 years.*
Plan First Wealth LLC
Devere Usa Inc
Pic Middle East
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plan First Wealth LLC
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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