Thatcher Taylor
ProPath Financial · Meridian, Idaho
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | ProPath Financial |
|---|---|
| Based in | Meridian, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $59.7M across 150 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in AZ, ID · CRD 5746651 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | propathfinancial.com |
| Profile |
How Thatcher's firm compares
- ProPath Financial's average account is about $398,000, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Thatcher
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- ProPath Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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