Taylor Snider
Kanan Advisors · Malibu, California
Taylor Snider is a fee-only financial advisor at Kanan Advisors in Malibu, California, who holds the CFP credential. Kanan Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kanan Advisors |
|---|---|
| Based in | Malibu, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.0M across 170 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6780068 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Taylor's firm compares
- Kanan Advisors's average account is about $300,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Taylor
Is Taylor Snider a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Kanan 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, Kanan Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Taylor Snider based?
Taylor Snider is based in Malibu, California.
What credentials does Taylor Snider hold?
Taylor Snider holds the CFP credential.
Is Taylor Snider registered with the SEC?
Yes. Taylor Snider is registered as an investment adviser representative in CA and TX (CRD 6780068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kanan Advisors manage?
Kanan Advisors reports $51.0M across 170 accounts in assets under management.
How do I contact Taylor Snider?
Contact details aren't on file yet. Search for Kanan Advisors.
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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