Robert
Taylor

Wealthplan Partners

CRD#2596525
Investment Advisor
in Morristown, NJ

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About this Advisor

Robert Taylor is a certified financial planner based out of Morristown, New Jersey with 2 years of relevant experience. Taylor currently works for Wealthplan Partners. The advisor has gained experience at Fidelity Brokerage Services, Inc, Securities America, Inc and Wealthplan Partners. Taylor maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can advise clients in New Jersey. Wealthplan Partners is a registered investment business based in Omaha, NE. The firm has offices in 17 locations and a total of 78 people on staff. It handles $2 billion in total assets between its 6,661 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 15 charities and foundations. Of its 6,661 customer accounts, just 9% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. Fees billed by Wealthplan Partners can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

89 Headquarters Plaza North Ste 1443
Morristown, NJ 07960

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Wealthplan Partners Brokerage Details

Total Assets Under Management

$1,619,950,649

NJ Average: $1,978,216,465
Total Number of Employees

78

NJ Average: 226
Total Number of Accounts

6,661

NJ Average: 7,467
Average Account Size

$243,199

NJ Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Robert Taylor Work History

Robert has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Securities America, Inc

2018 - Present (6 years)

Wealthplan Partners

1993 - 2018 (25 years)

Fidelity Brokerage Services, Inc

*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 Robert 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 Wealthplan Partners

Austin Miller
Omaha, NE
Jessica Rausch
Omaha, NE
Steven Druckman
Omaha, NE
Shawn Hanquist
Omaha, NE
Charles Prather
Westminster, CO
Anthony Stoll
Omaha, NE
Lisa Cowan
Boulder, CO
Terrence Devlin
Omaha, NE

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.

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