Taylor Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
The firm provides financial planning and portfolio management primarily to individuals and high‑net‑worth individuals. Services include comprehensive and limited‑scope (fixed‑term) financial planning covering business planning, retirement and distribution strategies, tax and estate considerations, insurance and cash‑flow analysis, and investment analysis.
The firm’s investment approach is built on modern portfolio theory and can employ a mix of passive and active strategies, with emphasis on strategic asset allocation, diversification, long‑term time horizons, and tax considerations when appropriate. When retained for portfolio management, the adviser typically implements tailored allocations and may exercise limited discretionary authority in line with each client’s objectives, risk tolerance, and liquidity needs.
Distinctive aspects include operating as a fee‑only practice that does not use percentage‑of‑assets (AUM) pricing, instead offering fixed‑term and hourly‑based planning arrangements and non‑AUM ongoing engagements. The firm is newly established and currently reports no client assets under management, and the principal discloses outside employment as a material business activity that may affect advisor capacity.
Client services
Expertise
Occupation focus
Fee options
Hourly rate of $250.00 per hour assessed for termination within the first three months and early termination of Fixed-Term Financial Planning Packages.
Fee-only: Fees charged as engagement fees up to $10,000 and annual fees up to $15,000 for ongoing Comprehensive Financial Planning with or without Portfolio Management services. Fixed-Term Financial Planning Package fees range from $1,200 to $5,000 depending on package tier.
Main office location
Taylor Financial Planning LLC
Nashville TN, United States
Number of offices
1
Most active in
Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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