Thatcher R. Taylor

PROPATH FINANCIAL

Tempe, AZ

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CRD#: 5746651

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.

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.

Question & Answer

What are your service offerings?

Retirement Income Management

Tax Planning

Social Security Planning

Estate Planning

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Charitable Giving

College/Education Planning

Estate & Generational Planning...

Financial Psychology/Coaching

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Thatcher R Taylor

Other business activities

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.

1 NAME OF BUSINESS: Taylor Financial LLC INVESTMENT RELATED: ADDRESS: 6400 E Thomas Road, Apt 1007, Scottsdale, AZ 85251 NATURE OF BUSINESS: Financial Planning and Managment POSITION: Owner START DATE: 09/2019 APPROX. HOURS/MONTH: 160 HOURS DEVOTED DURING TRADING HOURS: 160 DUTIES: Owner and Advisor 2 NAME OF BUSINESS: Crossfit PHX NON-INVESTMENT RELATED: ADDRESS: Scottsdale, AZ NATURE OF BUSINESS: Fitness POSITION: Coach START DATE: 01/2019 APPROX. HOURS/MONTH: 11 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Coach.....

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thatcher Rebich Taylor's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

October 16, 2019 - Present

PROPATH FINANCIAL

RIA

CRD#: 305914

Tempe, AZ

Past

October 1, 2019 - October 7, 2019

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

June 30, 2015 - October 7, 2019

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

January 24, 2013 - April 30, 2015

EDWARD JONES

RIA

CRD#: 250

PHOENIX, AZ

Past

January 7, 2013 - April 30, 2015

EDWARD JONES

CRD#: 250

PHOENIX, AZ

Past

September 8, 2011 - December 18, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

PEORIA, AZ

Past

August 10, 2011 - December 18, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

PEORIA, AZ

Past

March 24, 2010 - May 24, 2010

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(10/16/2019)

IAR

Idaho
(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

State Security Law Exam

IAR

Series 66

Date: 8/15/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/2010

General Securities Representative Examination

Current Firm

PROPATH FINANCIAL

PROPATH FINANCIAL | TAYLOR FINANCIAL LLC | TAYLOR FINANCIAL

CRD#: 305914 / SEC#:

Arizona

Registered Investment Advisory firm - (10/16/2019 Approved)

Idaho

Registered Investment Advisory firm - (2/16/2023 Approved)

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Contact information

Main Address

Meridian, ID

Mailing Address

Phone number

(435) 238-0603

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 46,000,000

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Thatcher R. Taylor

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thatcher Rebich Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

EDWARD JONES

EDWARD JONES

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/15/2011

SIE

Date: 10/1/2018

Series 7

Date: 3/23/2010

Current Firm

PROPATH FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROPATH FINANCIAL

TRUST BUT VERIFY

Contact information

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