Taylor
Vance
Soundmark Wealth Management, LLC
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About this Advisor
Taylor Vance is a certified financial planner who works in Kirkland, Washington with 4 years of industry experience. Vance is an employee of Soundmark Wealth Management, LLC. The advisor has gained experience at Alpine Credit Union, Utah Valley University, Big Red Asphalt Maintenance, New Star Communications, Moss Adams LLC, Fidelity Brokerage Services, LLC, Wilson Wealth Management and Soundmark Wealth Management. Vance holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Utah and Washington. Soundmark Wealth Management, LLC is an advisory business headquartered in Kirkland, WA. It handles $363 million in assets under management among its 810 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 810 customer accounts, 36% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely are based on which services the firm provides the client. Fees billed by Soundmark Wealth Management, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soundmark Wealth Management, LLC Brokerage Details
$362,972,404
7
810
$448,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Taylor Vance Work History
Taylor has been registered as a financial advisor for 4 years.*
Soundmark Wealth Management
Wilson Wealth Management
Moss Adams LLC
Fidelity Brokerage Services, LLC
New Star Communications
Utah Valley University
Big Red Asphalt Maintenance
Utah Valley University
Alpine Credit Union
Utah Valley University
*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 Vance 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 Soundmark Wealth Management, LLC
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Bellaire, 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.
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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.
