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Taylor C Willson

15 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Hourly Rate:$150 - $250/hr

BennCo Advisors is compensated via hourly consulting fees. Brian Bennett's hourly rate is $250, and Taylor Willson's is $150. Fees are negotiable based on the scope and complexity of the proposed services. Clients have the option to implement investment recommendations with a securities dealer of their choice. BennCo may accept sales commissions on insurance products recommended and placed with Penn Mutual Life Insurance Company, and Brian Bennett may accept commissions for certain annuity contracts placed with Pacific Life Insurance Company.

Areas of Practice
Financial Planning & CoachingRetirement Planning
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Advisor Information

Office location

731 Tejon Street, Colorado Springs, CO, 80903

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Taylor is involved with Willson Investments, managing family-owned real estate rental properties since 2002. Taylor spends minimal time on this activity, primarily preparing homes for showings, conducting showings, and performing routine maintenance.

Employment History
Current Registrations
Bennco Advisors
November 2015 - Present · 10 yrs 2 mos
The Strategic Financial Alliance
September 2015 - Present · 10 yrs 4 mos
The Strategic Financial Alliance, INC. Broker
August 2013 - Present · 12 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
May 2010 - August 2013 · 3 yrs 3 mos
Morgan Stanley Smith Barney Broker
November 2009 - March 2010 · 4 mos
State Registrations7 states
AZCACOFLKSMDOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Taylor C Willson - Financial Advisor | AdvisorDiscover