Taylor Bell
Aequitas Financial · Santa Ana, California
Taylor Bell is a fee-only financial advisor at Aequitas Financial in Santa Ana, California. Taylor charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 0.75% a year on the first tier of assets managed) and focuses on equity compensation, cross-border (US / Canada) and tax planning.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Mid-life transitions
Facts
| Firm | Aequitas Financial |
|---|---|
| Based in | Santa Ana, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · 0.75% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.4M across 18 accounts |
| SEC registration | Investment adviser representative in CA, UT · CRD 7065633 |
| Exams passed | Series 63 (2019) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | aequitasfp.com |
Request an introduction to Taylor
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Questions about Taylor
Is Taylor Bell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Aequitas Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Taylor charge for financial advice?
Taylor charges a percentage of assets and an ongoing planning fee.
How much does Taylor charge?
According to Aequitas Financial's website, checked October 30, 2026: ongoing planning from $6,000 a year; 0.75% a year on the first tier of assets managed.
Does Taylor work with clients virtually?
Yes. Aequitas Financial says on its website that it works with clients remotely.
Where is Taylor Bell based?
Taylor Bell is based in Santa Ana, California.
What does Taylor specialize in?
Taylor's specialties include equity compensation, cross-border (US / Canada), tax planning, retirement planning, estate & legacy planning and sustainable & impact investing. Taylor works with high earners, HENRY (High Earners, Not Rich Yet) and mid-life transitions.
Is Taylor Bell registered with the SEC?
Yes. Taylor Bell is registered as an investment adviser representative in CA and UT (CRD 7065633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aequitas Financial manage?
Aequitas Financial reports $1.4M across 18 accounts in assets under management.
How do I contact Taylor Bell?
Through Taylor's website, aequitasfp.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
- Aequitas Financial 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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