Thatcher Rebich Taylor
CFP®Professional Summary
Thatcher Rebich Taylor, CFP®, who also goes by Thatcher R Taylor, is a registered financial advisor currently at PROPATH FINANCIAL located in Tempe, Arizona. Thatcher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Thatcher has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Tax Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
- Education Funding
Specializations
Biography
Thatcher Taylor is an Arizona fee-only financial planner, serving clients locally in Scottsdale and Tempe, and clients across the country. Taylor Financial specializes in providing objective and comprehensive financial planning to help clients build, manage, grow, and protect their assets through life's transitions.Thatcher Taylor is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Other Aliases
Thatcher R Taylor
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
PROPATH FINANCIAL | TAYLOR FINANCIAL LLC | TAYLOR FINANCIAL
Contact Information
Main Address
Meridian, IDPhone Number
(435) 238-0603# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
150AUM (Assets Under Management)
$59,700,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(10/16/2019)
(2/17/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Thatcher Rebich Taylor's CRS (Customer Relationship Summary).
Services Offered by Thatcher
- Retirement Planning
- Tax Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
- Education Funding
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