Taylor Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Taylor Financial Planning serves individual and high‑net‑worth clients, offering comprehensive financial planning and discretionary portfolio management. The firm provides advice through multiple engagement formats, including ongoing comprehensive planning, limited‑scope fixed‑term packages, one‑time projects, and hourly planning.
The firm’s investment approach is grounded in modern portfolio theory and combines passive and active vehicles to build client‑specific asset allocations focused on long‑term diversification and tax considerations. Taylor Financial Planning operates as a fee‑only adviser but does not use percentage‑of‑assets‑under‑management billing; instead it relies on fixed, hourly, and package‑based planning fees and does not accept commissions from product providers.
Compared with many peers, the firm is newly registered, operates as a solo practice, and currently reports no client assets under management. The brochure also discloses that the firm’s principal maintains a separate outside business activity that occupies the majority of their time; the firm does not aggregate client trades, does not participate in wrap programs, and does not custody client assets.
Client services
Expertise
Occupation focus
Fee options
One-Time Comprehensive Financial Planning fixed fee up to $10,000; Fixed-Term Financial Planning Package fees range: Tier 1 - $1,200 (5 hours), Tier 2 - $2,250 (10 hours), Tier 3 - $3,000 (15 hours), Tier 4 - $5,000 (25 hours)
N/A - N/A: N/A
Hourly Financial Planning at $250/hour
Minimum fee: Engagement fee up to $10,000 for Comprehensive Financial Planning (initial plan construction) Fee-only: Fee-only firm, fees charged for financial planning and portfolio management services; no commissions or sales-related compensation received
Main office
Nashville TN
Advisors at this office
1
Most active in
Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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