# Jake Taylor

> Jake Taylor is a fee-only financial advisor at Astra Wealth Management in San Diego, California, who holds the CFP credential. Jake charges a percentage of assets and focuses on retirement planning, family wealth transfer and small business owners.

Page: https://find.wellspent.co/advisors/jake-taylor/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Astra Wealth Management
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $5.7M across 46 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer, Small business owners, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees, Multi-generational families, Executives
- **CRD:** 7484437 (https://adviserinfo.sec.gov/individual/summary/7484437)
- **SEC registration:** Investment adviser representative in CA, ID
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://astrawealthmgmt.com

## Frequently asked questions

### Is Jake Taylor a fee-only financial advisor?

Yes. Jake Taylor is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jake's firm.

### How does Jake charge for financial advice?

Jake charges a percentage of assets.

### Where is Jake Taylor based?

Jake Taylor is based in San Diego, California.

### What does Jake specialize in?

Jake's specialties include retirement planning, family wealth transfer, small business owners, tax planning and estate & legacy planning. Jake works with pre-retirees, retirees, multi-generational families and executives.

### What credentials does Jake Taylor hold?

Jake Taylor holds the CFP credential.

### Is Jake Taylor registered with the SEC?

Yes. Jake Taylor is registered as an investment adviser representative in CA and ID (CRD 7484437), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Astra Wealth Management manage?

Astra Wealth Management reports $5.7M across 46 accounts in assets under management.

### How do I contact Jake Taylor?

Through Jake's website, astrawealthmgmt.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jake-taylor-taylor-32921): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://astrawealthmgmt.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.