Trevor
Taylor
Accurate Wealth Management, LLC
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About this Advisor
Trevor Taylor is a certified financial planner operating out of Wesley Chapel, Florida, who has 4 years of industry experience. Taylor is currently employed by Accurate Wealth Management, LLC. Their career trajectory has included roles at Taylor & Cordes Associates, Inc, Jhs Capital Advisors, Aegis Capital Corp, G.F. Investment Services, Global Financial Private Capital, LLC, Intervest International, Accurate Wealth Management, LLC and Bertelsen And Taylor Asset Management, LLC. Taylor maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida and South Dakota. Accurate Wealth Management, LLC is a financial advisory business that has its headquarters in Wesley Chapel, FL. The investment advisory business has offices in 10 locations and a total of 38 people on staff. It manages $473 million in total assets across its 2,992 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 2,992 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules are based on which service is offered. However, fee types charged by Accurate Wealth Management, LLC may include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Accurate Wealth Management, LLC Brokerage Details
$473,420,186
38
2,992
$158,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Trevor Taylor Work History
Trevor has been registered as a financial advisor for 4 years.*
Accurate Wealth Management, LLC
Bertelsen And Taylor Asset Management, LLC
Taylor & Cordes Associates, Inc
Intervest International
G.F. Investment Services
Global Financial Private Capital, LLC
Aegis Capital Corp
Jhs Capital Advisors
*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 Trevor 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 Accurate Wealth Management, LLC
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Sarasota, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
