Samuel Taylor
Heritage Investment Group · Pompano Beach, Florida
Samuel Taylor is a fee-only financial advisor at Heritage Investment Group in Pompano Beach, Florida. Samuel charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Heritage Investment Group |
|---|---|
| Based in | Pompano Beach, Florida |
| Fee model | Percentage of assets |
| Assets under management | $2.23B across 2,239 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2455461 |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.heritageinvestment.com |
How Samuel's firm compares
- Heritage Investment Group's average account is about $995,000, from its Form ADV (assets managed divided by 2,239 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 Heritage Investment Group 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 a percentage of assets.
Where is Samuel Taylor based?
Samuel Taylor is based in Pompano Beach, Florida.
What does Samuel specialize in?
Samuel's specialties include retirement planning and estate & legacy planning.
Is Samuel Taylor registered with the SEC?
Yes. Samuel Taylor is registered as an investment adviser representative in FL (CRD 2455461), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Investment Group manage?
Heritage Investment Group reports $2.23B across 2,239 accounts in assets under management.
How do I contact Samuel Taylor?
Through Samuel's website, www.heritageinvestment.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
- Heritage Investment Group 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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