One Source Health & Wealth Management
One Source Health & Wealth Management (CRD# 194511) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $10,162,473 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$2,032,495
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Philip Taylor (CRD# 1000487) is an Investment Advisor Representative working at One Source Health & Wealth Management in Scottsdale, AZ and has over 35 years of experience in the finance industry.