Wilson Taliaferro
Bush River Trust · Hunt Valley, Maryland
Wilson Taliaferro is a fee-only financial advisor at Bush River Trust in Hunt Valley, Maryland. Bush River Trust reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Bush River Trust |
|---|---|
| Based in | Hunt Valley, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $23.0M across 188 accounts |
| SEC registration | Investment adviser representative in MD, PA · CRD 6219216 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bushrivertrust.com |
| Profile |
How Wilson's firm compares
- Bush River Trust's average account is about $123,000, from its Form ADV (assets managed divided by 188 accounts).
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Questions about Wilson
Is Wilson Taliaferro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wilson holds no broker registration, and Bush River Trust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wilson charge for financial advice?
Wilson's firm, Bush River Trust, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Wilson Taliaferro based?
Wilson Taliaferro is based in Hunt Valley, Maryland.
Is Wilson Taliaferro registered with the SEC?
Yes. Wilson Taliaferro is registered as an investment adviser representative in MD and PA (CRD 6219216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bush River Trust manage?
Bush River Trust reports $23.0M across 188 accounts in assets under management.
How do I contact Wilson Taliaferro?
Through Wilson's website, www.bushrivertrust.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
- Bush River Trust 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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