Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Taylor is a certified financial planner who lives in New York, New York. Currently an advisor at Wealthplan Partners, they have accrued a notable 25 years of professional experience as a financial advisor. Taylor maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Taylor is registered to work with investors based out of Nebraska. Their career trajectory has included roles at Fidelity Brokerage Services, Inc, Securities America, Inc and Wealthplan Partners. Wealthplan Partners is based out of New York, New York, and has 15 offices in the country. In aggregate, Wealthplan Partners oversees $988 million in assets dispersed across 2,583 client accounts and retains more than 45 people. The amount of assets the firm manages places it among the larger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wealthplan Partners offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wealthplan Partners Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Robert Taylor Work History
Robert has 25 years of experience.
Securities America, Inc
Fidelity Brokerage Services, Inc
Robert Taylor has disclosures.
Please visit their SEC profile for more details.