Cassandra Conte
Taylor Financial Group · Roanoke, Virginia
Cassandra Conte is a fee-only financial advisor at Taylor Financial Group in Roanoke, Virginia. Cassandra focuses on retirement planning, estate & legacy planning and tax planning. Taylor Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Taylor Financial Group |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $410.0M across 1,112 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6550107 |
| Exams passed | Series 66 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.taylorfg.com |
How Cassandra's firm compares
- Taylor Financial Group's average account is about $369,000, from its Form ADV (assets managed divided by 1,112 accounts).
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Questions about Cassandra
Is Cassandra Conte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cassandra holds no broker registration, and Taylor Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cassandra charge for financial advice?
Cassandra's firm, Taylor Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cassandra Conte based?
Cassandra Conte is based in Roanoke, Virginia.
What does Cassandra specialize in?
Cassandra's specialties include retirement planning, estate & legacy planning and tax planning.
Is Cassandra Conte registered with the SEC?
Yes. Cassandra Conte is registered as an investment adviser representative in VA (CRD 6550107), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taylor Financial Group manage?
Taylor Financial Group reports $410.0M across 1,112 accounts in assets under management.
How do I contact Cassandra Conte?
Through Cassandra's website, www.taylorfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Taylor Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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