Jay Arce
Taylor Financial Group · Roanoke, Virginia
Jay Arce is a fee-only financial advisor at Taylor Financial Group in Roanoke, Virginia, who holds the CFP credential. Jay 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6579505 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.taylorfg.com |
| Profile |
How Jay'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 Jay
Is Jay Arce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay 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 Jay charge for financial advice?
Jay's firm, Taylor Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jay Arce based?
Jay Arce is based in Roanoke, Virginia.
What does Jay specialize in?
Jay's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Jay Arce hold?
Jay Arce holds the CFP credential.
Is Jay Arce registered with the SEC?
Yes. Jay Arce is registered as an investment adviser representative in VA (CRD 6579505), 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 Jay Arce?
Through Jay'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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