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Advisor

Taylor Dillon

Alliance Wealth Advisors · Centerville, Utah

Taylor Dillon is a fee-only financial advisor at Alliance Wealth Advisors in Centerville, Utah. Alliance Wealth Advisors reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmAlliance Wealth Advisors
Based in Centerville, Utah
Fee model (firm's Form ADV)Percentage of assets
Assets under management$552.0M across 1,961 accounts
SEC registration Investment adviser representative in UT · CRD 8227377
Exams passedSeries 65 (2026)
Firm size19 employees
Disclosures None reported
Websitemyretire.us

How Taylor's firm compares

  • Alliance Wealth Advisors's average account is about $281,000, from its Form ADV (assets managed divided by 1,961 accounts).

What fee-only advisors charge in Utah

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Questions about Taylor

Is Taylor Dillon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Alliance Wealth Advisors 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's firm, Alliance Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

Where is Taylor Dillon based?

Taylor Dillon is based in Centerville, Utah.

Is Taylor Dillon registered with the SEC?

Yes. Taylor Dillon is registered as an investment adviser representative in UT (CRD 8227377), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Alliance Wealth Advisors manage?

Alliance Wealth Advisors reports $552.0M across 1,961 accounts in assets under management.

How do I contact Taylor Dillon?

Through Taylor's website, myretire.us.

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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