Samuel Taylor
Wealthview Capital · Jackson, Mississippi
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.
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Specialties
Facts
| Firm | Wealthview Capital |
|---|---|
| Based in | Jackson, Mississippi |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $319.5M across 545 accounts |
| SEC registration | Investment adviser representative in AL, MS, TX · CRD 1232458 |
| Exams passed | Series 63 (1984) · Series 65 (1995) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wealthviewcapital.com |
| Profile |
How Samuel's firm compares
- Wealthview Capital's average account is about $586,000, from its Form ADV (assets managed divided by 545 accounts).
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Questions about Samuel
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.
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
- Wealthview Capital 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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