# Thatcher Taylor

> Thatcher Taylor is a fee-only financial advisor at ProPath Financial in Meridian, Idaho, who holds the CFP and MBA credentials. Thatcher focuses on retirement planning. ProPath Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thatcher-taylor/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** ProPath Financial
- **Based in:** Meridian, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $59.7M across 150 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5746651 (https://adviserinfo.sec.gov/individual/summary/5746651)
- **SEC registration:** Investment adviser representative in AZ, ID
- **Exams passed:** Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://propathfinancial.com

## Frequently asked questions

### Is Thatcher Taylor a fee-only financial advisor?

Yes. Thatcher Taylor is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Thatcher's firm.

### How does Thatcher charge for financial advice?

Thatcher's firm, ProPath Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Thatcher work with clients virtually?

Yes. ProPath Financial says on its website that it works with clients remotely.

### Where is Thatcher Taylor based?

Thatcher Taylor is based in Meridian, Idaho.

### What does Thatcher specialize in?

Thatcher's specialties include retirement planning. Thatcher works with retirees and pre-retirees.

### What credentials does Thatcher Taylor hold?

Thatcher Taylor holds the CFP and MBA credentials.

### Is Thatcher Taylor registered with the SEC?

Yes. Thatcher Taylor is registered as an investment adviser representative in AZ and ID (CRD 5746651), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does ProPath Financial manage?

ProPath Financial reports $59.7M across 150 accounts in assets under management.

### How do I contact Thatcher Taylor?

Through Thatcher's website, propathfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45696): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.propathfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.