Taylor Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Taylor Advisory Group is a state-registered investment adviser that manages roughly $95 million for about 60 clients, including individual and high‑net‑worth investors as well as trusts, estates and business clients. The firm provides discretionary investment management and financial planning, building portfolios using individual stocks and bonds as well as mutual funds and ETFs.
The firm’s investment approach emphasizes fundamental analysis and a primarily long‑term focus while allowing tactical trading for rebalancing or client needs, and it manages accounts on a discretionary basis consistent with client objectives. Taylor Advisory is the sponsor and portfolio manager of its own wrap fee program—bundling transaction costs with advisory fees—and does not currently offer non-wrap portfolio management options.
Distinctive features include that supervised persons at the firm are also licensed insurance professionals who may implement insurance recommendations and receive commissions separate from advisory fees, a conflict the firm discloses and documents in its policies. The firm also delivers client education beyond one‑on‑one advice, including workshops and multilingual educational content aimed at specific audiences, reflecting a broader educational outreach than many peers.
Client services
Expertise
Fee options
Fixed fee for financial planning engagements with minimum $1,000; maximum up to 1% of liquid assets or 1% of prior year AGI
0.75% to 2.00% annually depending on size and complexity of client relationship
Up to $350 per hour for financial planning services with minimum $1,000 charge
Account minimum: $1,000 annual fee minimum Minimum fee: Minimum annual advisory fee generally $1,000 Fee-only: Investment management and financial planning fees; no commissions on securities trades
Main office
See officeScottsdale AZ
Advisors at this office
1
Offices (2)
Most active in
Arizona · California
Also doing business as
Taylor Advisory Group · The Taylor Advisory Group LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Hyun Soo L
Series 63, Series 65
Fresno, CA
Taylor Advisory Group
Hyun Soo Lee is a financial advisor at Taylor Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Taylor Advisory Group since 2017, following a year at OM Pacific Capital, LLC. Lee is also the sole owner of SV Capital LLC, a for-profit business focused on developing artificial intelligence software. Taylor Advisory Group is a state-registered investment adviser managing approximately $95 million for around 60 clients, including individual and high-net-worth investors, trusts, estates, and business clients. The firm offers discretionary investment management and financial planning, emphasizing fundamental analysis and a primarily long-term investment approach with tactical trading as needed.
Philip T
Series 63, Series 65
Scottsdale, AZ
Taylor Advisory Group
Philip Taylor is a financial advisor with Taylor Advisory Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Whitehall-Parker Securities, Inc. and One Source Health & Wealth Management. Taylor also spends several hours weekly involved in life insurance and fixed annuity sales through the Stornetta Insurance Agency. Taylor Advisory Group is a state-registered investment adviser managing approximately $95 million for around 60 clients, including individuals, high-net-worth investors, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, focusing on fundamental analysis and long-term investing while allowing tactical trading for rebalancing or client needs.
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