Taylor
Schmaltz
Evoadvisers
Answer a few questions and
get matched with an advisor.
About this Advisor
Taylor Schmaltz is a certified financial planner based out of Richmond, Virginia. Schmaltz currently works for Evoadvisers. Over the course of their career, Schmaltz has held roles at Onemain Financial, Bluesky Wealth Advisors, Peoples United Bank, Campbell University, Kuhn Advisors, Inc, Full-Time Education and Evoadvisers. Schmaltz has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Virginia. Evoadvisers is a company that has its headquarters in Richmond, VA. It administers $183 million in assets across its 740 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 740 client accounts, 45% are held by high-net-worth clients who have more than $1 million in investable assets. The business offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees usually are based on the services offered. However, fees charged by Evoadvisers typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Evoadvisers Brokerage Details
$182,714,410
7
740
$246,911
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Taylor Schmaltz Work History
Taylor has been registered as a financial advisor for 0 years.*
Evoadvisers
Kuhn Advisors, Inc
Peoples United Bank
Bluesky Wealth Advisors
Campbell University
Onemain Financial
Campbell University
Full-Time Education
*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 Taylor Schmaltz 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 Evoadvisers
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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.
