# Samuel Taylor

> Samuel Taylor is a fee-only financial advisor at Wealthview Capital in Jackson, Mississippi. Samuel charges an ongoing planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/samuel-taylor-1232458/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wealthview Capital
- **Based in:** Jackson, Mississippi
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $319.5M across 545 accounts
- **Specialties:** Retirement planning
- **CRD:** 1232458 (https://adviserinfo.sec.gov/individual/summary/1232458)
- **SEC registration:** Investment adviser representative in AL, MS, TX
- **Exams passed:** Series 63 (1984), Series 65 (1995)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthviewcapital.com

## Frequently asked questions

### Is Samuel Taylor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Wealthview Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel charges an ongoing planning fee.

### Where is Samuel Taylor based?

Samuel Taylor is based in Jackson, Mississippi.

### What does Samuel specialize in?

Samuel's specialties include retirement planning.

### Is Samuel Taylor registered with the SEC?

Yes. Samuel Taylor is registered as an investment adviser representative in AL, MS and TX (CRD 1232458), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealthview Capital manage?

Wealthview Capital reports $319.5M across 545 accounts in assets under management.

### How do I contact Samuel Taylor?

Through Samuel's website, www.wealthviewcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1232458): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wealthviewcapital.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.