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Taylor & Taylor Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$800,000
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$400,000
About
Taylor & Taylor Financial Services provides comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, while also advising corporations and trusts. Services described in the brochure include retirement planning, tax and estate planning, risk management, and portfolio management across mutual funds, ETFs, stocks, bonds and certificates of deposit.
The firm uses a comprehensive planning process that gathers clients’ financial information to develop individualized plans intended to meet long-term goals. It operates on a fee-only basis, charging either hourly or percentage-of-assets fees, and may manage client accounts on a discretionary basis.
Noteworthy features include the firm’s long operating history and the principal’s CFP credential combined with a very small scale of operations — approximately $800,000 in assets under management and a reported two clients — which is atypical for independent advisory practices. Operational details clients should consider include the firm’s policy not to vote client proxies, disclosure that the adviser may trade for its own account, and its stated emphasis on privacy and record retention.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
General tax planning
Wealth management
Demographic focus
Approaching retirement
Retired
Fee options
Fee based on assets under management (percentage not specified)
Hourly fees for financial planning services (specific rates not specified)
Fee-only: Fee-only practice; no commissions received
Main office location
Taylor & Taylor Financial Services
Keller TX, United States
Number of offices
1
Most active in
Taylor & Taylor Financial Services has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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