Brittany Taylor is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Erie, PA, with 23 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
2725 Colonial Ave, Erie, PA, 16506
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
Brittany is an insurance agent with HBK Sorce Insurance, dedicating a few hours per week to this role. She also owns multiple rental properties and a holding company, but these are passive investments requiring minimal time.
Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America, INC.Broker
Cap Pro Brokerage Services, INC.Broker
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.