Brian Taylor is a registered investment advisor at Wildes Financial Strategies, INC, based in Georgetown, SC. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 386 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wildes Financial Strategies offers a wrap fee program where your advisory fee includes both investment management and transaction costs. Details on the wrap fee program can be found in Appendix 1 of their brochure.
Location
625 Church St., Georgetown, SC, 29440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wildes Financial Strategies, INC
State Registrations1 state
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