James
Taylor

Retirement Planners Of America

CRD#5855403
Investment Advisor
in Plano, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Taylor is a financial advisor who works out of Plano, Texas, with 11 years of relevant experience. Taylor is an advisor for Retirement Planners Of America. They have been with Retirement Planners Of America for their whole career. Taylor has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Louisiana and Texas. Retirement Planners Of America is a financial advisory business that has its headquarters in Plano, TX. The company has offices in 16 locations and a total of 115 people on staff. It administers $3 billion in assets between its 18,025 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 18,025 accounts, just 12% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely are based on the services provided. However, fees charged by Retirement Planners Of America typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2820 Dallas Parkway
Plano, TX 75093

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.

Retirement Planners Of America Brokerage Details

Total Assets Under Management

$3,429,793,211

TX Average: $3,042,739,679
Total Number of Employees

115

TX Average: 49
Total Number of Accounts

18,025

TX Average: 2,315
Average Account Size

$190,280

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

James Taylor Work History

James has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Mmwkm Advisors, LLC

*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 James 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 Retirement Planners Of America

Thomas Healy
Plano, TX
Benjamin Dethlefs
Plano, TX
Jordan Roach
Plano, TX
Michael Lutz
Plano, TX
John Carty
Plano, TX
Donald Clements
Plano, TX
Natalie Chandler
Plano, TX
James Taylor
Plano, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started