Taylor Turner Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$100,000
Clients
1
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
1
Very LowAverage account size
$100,000
About
The firm serves individual clients and provides portfolio management along with financial planning and consulting. It is a soloRegistered Investment Adviser that currently manages a small amount of client assets for a single client and offers both discretionary and non‑discretionary relationships.
The firm’s investment approach emphasizes quantitative and macroeconomic analysis to build client-specific asset allocations and may employ long‑ and short‑term strategies, trading, and options and margin strategies where appropriate. Portfolio monitoring and reviews are handled directly by the firm’s sole adviser, who documents client objectives, allows written investment restrictions, and conducts periodic account reviews and rebalancing.
Distinctive features include the firm’s very small scale and single‑client footprint combined with a principal who has a technology and machine‑learning background and concurrently works as a technology consultant (an outside business activity reported to take substantial weekly hours). The firm recommends a particular custodian, may receive research or other custodial benefits, does not vote client proxies (clients vote their own), and the principal also serves as the firm’s compliance officer and sole reviewer of personal and client trading.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Cash flow / budgeting
General retirement planning
Demographic focus
Gen Y/Millennials (Born 1980-1995)
Fee options
Full financial plans charged on a negotiable flat fee basis between $1,000 and $10,000
$0 - $3,000,000: 1.00% annually $3,000,000.01 - $10,000,000: 0.75% annually Over $10,000,000.01+: 0.50% annually
$300 per hour for Consultation Services
Main office location
Taylor Turner Wealth Management LLC
Richmond VA, United States
Number of offices
1
Most active in
Taylor Turner Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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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