Stephen Taylor
Merited Wealth · North Bay Village, Florida
Stephen Taylor is a fee-only financial advisor at Merited Wealth in North Bay Village, Florida, who holds the CFP credential. Merited Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Merited Wealth |
|---|---|
| Based in | North Bay Village, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $186.1M across 463 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4448432 |
| Exams passed | Series 63 (2016) · Series 66 (2002) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | satwealthman.com |
| Profile |
How Stephen's firm compares
- Merited Wealth's average account is about $402,000, from its Form ADV (assets managed divided by 463 accounts).
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Questions about Stephen
Is Stephen Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Merited Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Merited Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Taylor based?
Stephen Taylor is based in North Bay Village, Florida.
What credentials does Stephen Taylor hold?
Stephen Taylor holds the CFP credential.
Is Stephen Taylor registered with the SEC?
Yes. Stephen Taylor is registered as an investment adviser representative in FL and TX (CRD 4448432), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Merited Wealth manage?
Merited Wealth reports $186.1M across 463 accounts in assets under management.
How do I contact Stephen Taylor?
Through Stephen's website, satwealthman.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
- 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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