Taylor Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$86,207,654
Total clients
62
77% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$1,390,446
About
The Taylor Advisory Group provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates and businesses. Like many peers, the firm delivers portfolio management for individual accounts and charges asset‑based advisory fees.
The firm primarily employs fundamental, long‑term analysis to build diversified portfolios of individual stocks, bonds, mutual funds and ETFs, with ongoing monitoring and discretionary rebalancing. It operates a wrap‑fee program that bundles transaction costs into its advisory relationship and serves as the program’s sponsor and portfolio manager.
Taylor Advisory’s role as sponsor and manager of its own wrap‑fee program is relatively uncommon among similar firms, and several supervised persons are also licensed insurance professionals who may offer insurance products and receive customary commissions. The firm also provides client education and outreach — including seminars and online educational content for Korean‑speaking audiences — alongside its advisory and planning services.
Client services
Expertise
Fee options
Fixed fee engagements for financial planning with minimum fee of $1,000
0.70% to 2.00% depending on the size and complexity of the Client relationship
Up to $350 per hour for financial planning projects
Minimum fee: Minimum annual fee of $1,000 Fee-only: Financial planning ongoing annual fee: 1.00% of AGI (employed individuals) or 1.00% of liquid net worth (retired individuals); minimum $1,000 annually; hourly fees up to $350/hour with minimum $1,000 and maximum 1% of liquid assets subject to investment plan; fixed fees with minimum $1,000 and maximum 1% of prior year AGI or liquid assets
Main office location
Taylor Advisory Group
Scottsdale AZ, United States
Number of offices
2
Most active in
Arizona · California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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