Todd Eugene Taylor

CFP

Cadent Capital Advisors, LLC

39 Years of Experience

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Firm Information

Cadent Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

10 advisors

Number of Clients

534 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$651.0M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Hourly Rate:$250 - $350/hr

Portfolio management fees are up to 2% annually, negotiable, and billed monthly in advance. Financial planning is offered at $250/hour for individual services and $350/hour for divorce planning, also negotiable. Pension consulting fees are up to 2% of plan assets or a fixed fee, negotiable. Clients are responsible for third-party fees. There is no minimum account size.

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Areas of Practice

Retirement PlanningFinancial Planning & CoachingDivorce Planning

Advisor Information

Office location

4525 East 91st Street, Tulsa, OK, 74137

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

October 2016

Customer Dispute

October 1996

Settled

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Other Business ActivitiesSells Insurance

Todd owns a rental property in Hilton Head, SC, from which he receives occasional rental income. Todd is also a licensed insurance agent and may offer clients advice or products related to insurance, which could present a conflict of interest.