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).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $2,032,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at One Source Health & Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Philip S. Taylor
CRD#: 1000487
Scottsdale, AZ
83
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.