Jake Taylor
Astra Wealth Management · San Diego, California
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
- Executives
Facts
| Firm | Astra Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets |
| Assets under management | $5.7M across 46 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, ID · CRD 7484437 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | astrawealthmgmt.com |
| Profile |
How Jake's firm compares
- Astra Wealth Management's average account is about $125,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Jake
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Astra Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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