Sean
Rutherford
Taylor Hoffman Wealth Management, LLC
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About this Advisor
Sean Rutherford is a financial advisor working out of Richmond, Virginia with 3 years of industry experience. Rutherford is an advisor for Taylor Hoffman Wealth Management, LLC. Over the course of their career, they have held roles at Taylor Hoffman Wealth Management, LLC, Meadows Urquhart Acree & Cook, Keiter, Ernst & Young and College Of William And Mary. Rutherford has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Virginia. Taylor Hoffman Wealth Management, LLC is a business that has its headquarters in Richmond, VA. It handles $296 million in assets across its 824 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 824 client accounts, 26% are held by high-net-worth investors who have more than $1 million in assets. Taylor Hoffman Wealth Management, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically are based on the type of services offered. Fee types charged by Taylor Hoffman Wealth Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Taylor Hoffman Wealth Management, LLC Brokerage Details
$295,504,680
5
824
$358,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sean Rutherford Work History
Sean has been registered as a financial advisor for 3 years.*
Taylor Hoffman Wealth Management, LLC
Meadows Urquhart Acree & Cook
Keiter
Ernst & Young
Ernst & Young
College Of William And Mary
*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 Sean Rutherford 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 Taylor Hoffman Wealth Management, LLC
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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