Taylor Peters, CFP® Legacy Care Wealth
- Virtual, TN 37405
- (706) 218-6811
- https://legacycarewealth.com/
About Taylor Peters, CFP®
Taylor Peters, CFP®, is a financial planner in Chattanooga, TN who specializes in working with young professionals and young families.
About the firm: Legacy Care Wealth recognizes the importance of flexibility and balance in the lives of our clients, and we are driven by the meaningful work completed while collaborating with them. Our mission is to plan for more life in the lives of our clients by providing effective financial planning strategies to those who dare to dream big.
Ultimately, Taylor’s goal is to cultivate calm when it comes to personal finances and help clients in their pursuit a joyful and purpose driven life.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- HENRY (High Earners, Not Rich Yet)
- Young Families
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $250+/mo
- Flat Fee: $2400+/engagement
- Hourly Fee: $125+/hr
- Assets Under Management: 0.60%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
