Mdt Financial Advisors, Llc
- Regulatory AUM
- $294M
- Discretionary
- $294M
- Clients
- 331
- Avg AUM / client
- $888K
- Accounts
- 644
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 245 | $89.8M | 30.5% |
| High net worth individuals | 86 | $195M | 66.3% |
| Charitable organizations | Fewer than 5 clients | $9.4M | 3.18% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad Everett Taylor | Registered representative | May 2026 (0y) | ||
| Dante Milanesi | Registered representative | May 2026 (0y) | ||
| Larry Wayne Denson | Registered representative | CFP | May 2026 (0y) | |
| Morgan Elizabeth Arriaga | Registered representative | May 2026 (0y) | ||
| Nicholas Thomas Renfro | Registered representative | CFP | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $294M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗