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Richard Christopher Taylor

Plan First Wealth LLC

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About Richard Christopher Taylor

Richard Christopher Taylor is an Investment Advisor Representative with Plan First Wealth LLC. Richard Christopher Taylor is registered with the state of Connecticut as an Investment Advisor Representative. Richard Christopher Taylor is also registered with the state of Texas as an Investment Advisor Representative. Richard Christopher Taylor has passed the Uniform Investment Adviser Law Examination. Richard Christopher Taylor has been in the industry since March 2015. Plan First Wealth LLC is a registered investment adviser with the state of Connecticut. The firm is located in Greenwich, Connecticut. Plan First Wealth LLC is a fee-based advisory firm. They charge a percentage of assets under management. They offer financial planning services to both individuals and high-net-worth individuals. Plan First Wealth LLC also offers educational seminars.

Firm Information

Richard Taylor is currently registered with Plan First Wealth LLC. Plan First Wealth LLC is a registered investment advisor based in Greenwich, Connecticut. The firm provides financial planning and portfolio management services to high-net-worth individuals and other individuals. Plan First Wealth LLC manages approximately $120 million in assets and has a team of 3 investment advisor representatives.
Plan First Wealth LLC

500 WEST PUTNAM AVE

GREENWICH, CT 06830

$120.37M

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Taylor’s Registration & Firm History

CT

01/26/2018 - Present

Plan First Wealth LLC (GREENWICH CT)

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Licenses & Designations

IA

Issued 12/04/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Christopher Taylor.
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