Marie Taylor
Etesian Wealth Advisors · West Linn, Oregon
Marie Taylor is a fee-only financial advisor at Etesian Wealth Advisors in West Linn, Oregon. Etesian Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Etesian Wealth Advisors |
|---|---|
| Based in | West Linn, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $503.3M across 936 accounts |
| SEC registration | Investment adviser representative in OR, WA · CRD 722896 |
| Exams passed | Series 63 (1986) · Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.etesianwa.com |
How Marie's firm compares
- Etesian Wealth Advisors's average account is about $538,000, from its Form ADV (assets managed divided by 936 accounts).
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Questions about Marie
Is Marie Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marie holds no broker registration, and Etesian Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marie charge for financial advice?
Marie's firm, Etesian Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marie Taylor based?
Marie Taylor is based in West Linn, Oregon.
Is Marie Taylor registered with the SEC?
Yes. Marie Taylor is registered as an investment adviser representative in OR and WA (CRD 722896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Etesian Wealth Advisors manage?
Etesian Wealth Advisors reports $503.3M across 936 accounts in assets under management.
How do I contact Marie Taylor?
Through Marie's website, www.etesianwa.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
- 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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