Taylors Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,705,000
Clients
64
6% 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
64
HighAverage account size
$354,766
About
Taylors Financial is a small, independent advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. The firm offers ongoing discretionary portfolio management, financial planning, and pension consulting services, and makes certain investments such as options and private placements available to qualified high‑net‑worth clients.
The firm builds a written Investment Policy Statement for each client and manages portfolios in accordance with clients’ goals, time horizon, and documented risk tolerance, typically with discretionary trading authority. Taylors Financial employs a range of analytical approaches — including fundamental, quantitative, technical/charting methods and modern portfolio theory — and provides regular portfolio monitoring and custodial reporting.
Compared with many solo independent advisers, Taylors Financial discloses an affiliation with accounting and tax‑preparation businesses and that advisory personnel offer tax and accounting services outside the advisory practice, with related conflicts disclosed and clients free to decline those services. It is also relatively uncommon for a firm of this size to provide formal pension consulting to retirement plans while also offering higher‑risk instruments (options and private placements) to qualified high‑net‑worth clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Tax-loss harvesting
Wealth management
Private / alternative investments
Fee options
Financial Planning: $2,000 to $5,000 fixed fee; Pension Consulting: $2,500 to $10,000 fixed fee
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: Negotiable
Main office location
Taylors Financial
4025 Automation Way D3
Fort Collins CO 80525, United States
Number of offices
1
Most active in
Taylors Financial has reported serving >5 clients in these states in the last 12 months.
Colorado · 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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