Tayloe Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients, providing discretionary portfolio management, comprehensive financial planning (including a standalone Social Security retirement review), and basic tax return preparation. It operates as a fee‑only adviser and reported roughly $2.2 million in discretionary assets as of December 31, 2025.
The firm’s investment approach emphasizes fundamental analysis, long‑term holdings in widely held publicly traded securities, and broad asset diversification, with an emphasis on client education. Custody and trade execution are provided through TradePMR, which sends client statements and supports online account access, and financial plans follow a CFP‑aligned seven‑step process.
Compared with most solo independent advisers, the firm’s principal brings prior broker‑dealer experience (including Series 7 and 66 registrations and prior service as a registered representative) and maintains insurance licensures and tax‑preparation credentials. Although the brochure states the firm operates on a fee‑only basis and does not receive commissions, that combination of securities‑registration history, insurance licensing, and in‑house tax/Social Security services is atypical among peers.
Client services
Expertise
Fee options
Financial planning fees starting at $300; Social Security retirement planning fees $150 for individuals, $200 for couples/divorced/widowed individuals.
$0+: 0.5% +: 1%
Up to $125 per hour for financial planning services.
Fee-only: Annual investment advisory fee ranges from 0.5% to 1% of assets under management, paid quarterly in advance.
Main office
416 B Pollock Street
New Bern NC 28560-4947
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Deborah C. Tayloe, Physical Therapist · Tayloe Financial Services · Tayloe Financial Services, LLC · Tayloe, Deborah Cook
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")