# Samuel Taylor

> Samuel Taylor is a fee-only financial advisor at Parkshore Wealth Management in Granite Bay, California, who holds the CFP credential. Parkshore Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/samuel-taylor-8212738/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Parkshore Wealth Management
- **Based in:** Granite Bay, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $517.9M across 1,611 accounts
- **Credentials:** CFP
- **CRD:** 8212738 (https://adviserinfo.sec.gov/individual/summary/8212738)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://parkshorewealth.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 Parkshore Wealth Management 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's firm, Parkshore Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Samuel Taylor based?

Samuel Taylor is based in Granite Bay, California.

### What credentials does Samuel Taylor hold?

Samuel Taylor holds the CFP credential.

### Is Samuel Taylor registered with the SEC?

Yes. Samuel Taylor is registered as an investment adviser representative in CA and TX (CRD 8212738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Parkshore Wealth Management manage?

Parkshore Wealth Management reports $517.9M across 1,611 accounts in assets under management.

### How do I contact Samuel Taylor?

Through Samuel's website, parkshorewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8212738): 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

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