Taylor
Rios
Symphony Financial Planning LLC
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About this Advisor
Taylor Rios is a certified financial planner working out of Davis, California, who has 9 years of industry experience. Rios is on the advisory team at Symphony Financial Planning LLC. They have been employed by Symphony Financial Planning Llc for their whole career. Rios has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in California, Oregon and Texas. Symphony Financial Planning LLC is a registered investment firm operating out of Davis, CA. It handles $189 million in assets under management between its 535 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 535 client accounts, 37% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Symphony Financial Planning LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fee schedules vary depending on the type of financial services offered. Fee types billed by Symphony Financial Planning LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Symphony Financial Planning LLC Brokerage Details
$188,549,256
7
535
$352,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Taylor Rios Work History
Taylor has been registered as a financial advisor for 9 years.*
Symphony Financial Planning
*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 Rios 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 Symphony Financial Planning LLC
Davis, CA
Davis, CA
Davis, CA
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.
