Nestegg Financial
38yrs
Top advisor by experience in North Attleboro
3yrs
Michael Taylor
Financial advisor at Integrated Wealth Concepts
Based in North Attleboro, Massachusetts, Michael Taylor is a fiduciary financial advisor with 3 years of industry experience. Michael has been with Integrated Wealth Concepts since 2023. Integrated Wealth Concepts offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 26 advisors with offices in North Attleboro, and one of 19 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office195 Chestnut Street, North Attleboro, MA 02760
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowIntegrated Wealth Concepts LLCCurrent firm
Contact Michael
195 Chestnut StreetNorth Attleboro, MA 02760Office · Get directions Firm main line(781) 890-3045Headquarters: Integrated Wealth Concepts · Waltham, MA YouTube channelIntegrated Wealth Concepts
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Michael Taylor. Michael works from the North Attleboro, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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