Michael Taylor
Seren Wealth Advisors · Fort Lauderdale, Florida
Michael Taylor is a fee-only financial advisor at Seren Wealth Advisors in Fort Lauderdale, Florida. Seren Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Seren Wealth Advisors |
|---|---|
| Based in | Fort Lauderdale, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $43.0M across 166 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 4900554 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.serenwealth.com |
| Profile |
How Michael's firm compares
- Seren Wealth Advisors's average account is about $259,000, from its Form ADV (assets managed divided by 166 accounts).
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Questions about Michael
Is Michael Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Seren Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Seren Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Taylor based?
Michael Taylor is based in Fort Lauderdale, Florida.
Is Michael Taylor registered with the SEC?
Yes. Michael Taylor is registered as an investment adviser representative in FL and GA (CRD 4900554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Seren Wealth Advisors manage?
Seren Wealth Advisors reports $43.0M across 166 accounts in assets under management.
How do I contact Michael Taylor?
Through Michael's website, www.serenwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Lauderdale
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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