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Ross David Taylor

Accurate Wealth Management, LLC

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About Ross David Taylor

Ross David Taylor is an investment advisor representative with Accurate Wealth Management, LLC. Ross has been working in the financial services industry since September 2012. Ross is registered as an Investment Advisor in Florida. Ross has a Series 65 license, the Uniform Investment Adviser Law Examination which he passed in October 2016. Ross has experience with high net worth individuals and individuals other than high net worth clients. Ross specializes in portfolio management, financial planning, and selection of other advisors. Ross has experience with fixed fees, hourly charges, percentage of assets and performance based fees.

Firm Information

Ross Taylor is currently registered with Accurate Wealth Management, LLC. Accurate Wealth Management, LLC is a Registered Investment Advisor with the SEC, headquartered in Wesley Chapel, FL. They offer financial planning, portfolio management for individuals, and selection of other advisors, and participate in wrap fee programs. The firm manages over $780,000,000 in assets for approximately 3,855 clients, primarily individuals, including high-net-worth individuals. They have a team of 26 licensed agents, 25 Investment Adviser Representatives, 21 registered representatives, and 28 investment advisory functions. You can learn more about their services at their website: https://accurateadvisorygroup.com/.
Accurate Wealth Management, LLC

2211 ASHLEY OAKS CIRCLE

WESLEY CHAPEL, FL 33544

$780.49M

Assets Under Management

Not reported

Total Clients

36

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ross Taylor’s Registration & Firm History

FL

06/12/2024 - Present

Accurate Wealth Management, LLC (Sarasota FL)

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Licenses & Designations

IA

Issued 10/29/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross David Taylor.
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