Edward Taylor
Verity Investment Partners · Beaufort, South Carolina
Edward Taylor is a fee-only financial advisor at Verity Investment Partners in Beaufort, South Carolina. Edward focuses on retirement planning, physicians & residents and founders (pre-exit). Verity Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- Founders
- Divorced individuals
Facts
| Firm | Verity Investment Partners |
|---|---|
| Based in | Beaufort, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.40B across 1,101 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 6190824 |
| Exams passed | Series 65 (2013) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.verityvip.com |
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Questions about Edward
Is Edward Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Verity Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Verity Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Edward Taylor based?
Edward Taylor is based in Beaufort, South Carolina.
What does Edward specialize in?
Edward's specialties include retirement planning, physicians & residents and founders (pre-exit). Edward works with retirees, pre-retirees, physicians, founders and divorced individuals.
Is Edward Taylor registered with the SEC?
Yes. Edward Taylor is registered as an investment adviser representative in SC and TX (CRD 6190824), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verity Investment Partners manage?
Verity Investment Partners reports $1.40B across 1,101 accounts in assets under management.
How do I contact Edward Taylor?
Through Edward's website, www.verityvip.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
- Verity Investment Partners 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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