Taylor Financial Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Taylor Financial Consulting provides portfolio management and financial planning to individuals, high‑net‑worth clients, trusts and businesses, and supports account implementation through custodians such as Schwab Institutional and Pershing. The firm also uses third‑party programs from Buckingham Strategic Partners to deliver asset allocation, reporting and rebalancing services for client accounts.
The firm’s investment process emphasizes fundamental security analysis and a mix of short‑ and long‑term purchases, and it typically recommends mutual funds (load and no‑load), stocks and closed‑end funds using tools such as Morningstar and Moneytree. TFC manages client accounts on a non‑discretionary basis, meaning investment decisions require client authorization rather than being handled under discretionary trading authority.
TFC’s brochure discloses several atypical arrangements for a small independent adviser: it implements client guidance through Buckingham Strategic Partners’ Structured Investing Portfolio Services and Structured Investing Advantage (which provide SA funds, reporting, rebalancing and fee‑collection mechanisms), and the firm’s principal maintains separate businesses including an entity that sells gold and silver coins and bullion. The brochure also notes past affiliation with a broker‑dealer and ongoing receipt of educational and due‑diligence support from third‑party sponsors, rather than relying solely on proprietary products.
Client services
Expertise
Fee options
Financial planning fixed fees range from $100 to $10,000, negotiable
Financial planning services charged hourly; specific hourly rates not stated
Main office
8204 Tyler
Lantana TX 76226
Advisors at this office
1
Most active in
Texas
Also doing business as
Eagle European Capital, LLC. · G Gordon Construction Ltd · Gordon Properties Ltd · Gordon Taylor Custom Homes · Jetta Products/Sw Whirlpool · Jill Taylor · Jill Taylor Gordon · Taylor Financial Consulting · Taylor Gordon Interiors · Texas Gordon Limited Liability Company · Thornbury Custom Homes · Thornbury Custom Homes, Inc.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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