Tayla Vardo
Advisor at Sowell Management — Dartmouth, MA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
North Dartmouth, MA 02747
Sowell Management
Multi-team
Tayla Vardo is a financial advisor at Sowell Management with a Series 65 credential and four years of industry experience. She previously worked at Southcoast Financial Group and USA Wealth Group, among other organizations in both financial and health services sectors. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and held-away account management.
Based on Sowell Management
Based on Sowell Management
Fixed fees for financial planning up to $10,000.
Up to 2.5% per annum, varies depending on portfolio size, composition, services, and IAR discretion
Insurance commissions may be earned by supervised persons and can exceed advisory fees; also commissions from broker-dealer activities for certain IARs.
Hourly financial planning and consulting fees from $150 to $500 per hour.
Subscription Self-Directed Financial Planning Tools and Assistance charged between $50 to $200 per month, negotiable.
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household, which may cause effective fee rates to be higher for smaller accounts. Fee-only: Financial planning and consulting fees up to $10,000 fixed, and hourly fees from $150 to $500 depending on scope and professional.
Dartmouth, MA
84 Faunce Corner Rd
Dartmouth MA 02747
Advisors at this office
3
Massachusetts
< 1 year of industry experience
Sowell Management
2026 - Present • 1 year
Dartmouth, MA
Southcoast Financial Group
2022 - Present • 4 years
Dartmouth, MA
USA Wealth Group
2021 - 2022 • 1 year
Dartmouth, MA
Oasis Behavioral Health
2020 - 2021 • 1 year
Norwood, MA
SMG Hawthorn Medical Associates
2018 - 2020 • 2 years
Dartmouth, MA
Justice Resource Institute
2017 - 2019 • 2 years
Taunton, MA
Unemployed
2016 - 2017 • 1 year
Dartmouth, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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