Taylor Stephens, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,211,906
Total clients
65
46% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
33
Average account size
$603,260
About
The firm provides both discretionary and non‑discretionary portfolio management and related financial planning to individuals, high‑net‑worth clients, and pension and profit‑sharing plans. Services described in the brochure include investment management, retirement and estate planning, tax and cash‑flow analysis, education funding, and insurance review.
Portfolios are implemented through customized, asset‑allocation based approaches using equities, fixed income and mutual funds, with periodic reviews and the option for automatic rebalancing. The firm operates a discretionary advisor‑managed program that is closed to new clients and a Structured Investing program run with an unaffiliated sub‑advisor on a non‑discretionary basis; the majority of assets reported are managed non‑discretionarily (approximately $32.1M non‑discretionary vs $7.1M discretionary).
The firm’s principal is a licensed attorney who maintains an active part‑time legal practice and may offer legal services to clients under separate engagements, a relationship the brochure identifies as creating a potential conflict of interest. The combination of a solo, attorney‑led advisory practice, a substantial non‑discretionary asset base, and relationships with pension/profit‑sharing plans distinguishes the firm from many independent peers; the brochure also discloses no material legal or disciplinary proceedings.
Client services
Expertise
Fee options
$0 - $500,000: up to 1.50% $500,000+: up to 1.00%
Fee-only: Negotiable annualized percentage of assets under management, up to 1.50%
Most active in
Texas
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:
Lawyer
They provide legal services, typically billed separately.
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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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
Quick links
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