Brian Taylor is a registered investment advisor at Cornerstone Securities LLC, based in Overland Park, KS, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 800 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Clients can negotiate their advisory fee with IARs. The advisory fee should not exceed 2% of the account balance.
Fee Estimator
Location
6710 W 121st St, Suite 200, Overland Park, KS, 66209
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an independent insurance agent selling fixed life, fixed annuities, and long-term care insurance. This requires a few hours per week.
Employment History
Current Registrations
Cornerstone Securities LLC
Previous Registrations
Wise Wealth, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.