Taylor Welz
DKM Wealth Management · Stockton, California
Taylor Welz is a fee-only financial advisor at DKM Wealth Management in Stockton, California, who holds the CFP and PFS credentials. Taylor focuses on retirement planning, tax planning and founders (pre-exit). DKM Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | DKM Wealth Management |
|---|---|
| Based in | Stockton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $316.8M across 502 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CA, TX · CRD 1558277 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.dkmwealth.com |
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Questions about Taylor
Is Taylor Welz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and DKM Wealth Management 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, DKM Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Taylor Welz based?
Taylor Welz is based in Stockton, California.
What does Taylor specialize in?
Taylor's specialties include retirement planning, tax planning and founders (pre-exit). Taylor works with retirees, pre-retirees, founders and multi-generational families.
What credentials does Taylor Welz hold?
Taylor Welz holds the CFP and PFS credentials.
Is Taylor Welz registered with the SEC?
Yes. Taylor Welz is registered as an investment adviser representative in CA and TX (CRD 1558277), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DKM Wealth Management manage?
DKM Wealth Management reports $316.8M across 502 accounts in assets under management.
How do I contact Taylor Welz?
Through Taylor's website, www.dkmwealth.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
- DKM Wealth Management 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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