Richard Taylor
Plan First Wealth · Greenwich, Connecticut
Richard Taylor is a fee-only financial advisor at Plan First Wealth in Greenwich, Connecticut. Richard charges a percentage of assets (1% a year on the first tier of assets managed).
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Who they serve
- Newcomers (immigration)
Facts
| Firm | Plan First Wealth |
|---|---|
| Based in | Greenwich, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $140.3M across 204 accounts |
| SEC registration | Investment adviser representative in CT, TX · CRD 6474262 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.planfirstwealth.com |
| Profile |
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Questions about Richard
Is Richard Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Plan First Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard charges a percentage of assets.
How much does Richard charge?
According to Plan First Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Richard Taylor based?
Richard Taylor is based in Greenwich, Connecticut.
Is Richard Taylor registered with the SEC?
Yes. Richard Taylor is registered as an investment adviser representative in CT and TX (CRD 6474262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plan First Wealth manage?
Plan First Wealth reports $140.3M across 204 accounts in assets under management.
How do I contact Richard Taylor?
Through Richard's website, www.planfirstwealth.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
- Plan First Wealth 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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