Zachary Taylor is a CFP-designated registered investment advisor at West Ridge Advisors, based in Henderson, NV, with 5 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 623 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Custom pricing for accounts over $20,000,000. Clients using personalized indexing strategies pay an additional 0.15% to 0.20% to Vanguard.
Fee Estimator
Contact
Zachary Taylor
Location
1528 W. Warm Springs Rd #120, Henderson, NV, 89014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
West Ridge Advisors
Previous Registrations
Arista Wealth Management, LLC
Arista Wealth Management, LLC
State Registrations1 state
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.
Exams
Additional Information
Zachary helps clients grow their wealth strategically. As the Director of Retirement Planning, he is responsible for designing customized financial plans for clients. He earned his Master’s degree in Finance (MSF) from the University of Utah, an achievement made even more memorable by persuading his fiercely loyal BYU in-laws to attend his graduation. He completed his undergraduate studies at Brigham Young University - Idaho, where he obtained a Bachelor’s degree in Financial Economics.