Taylor Stephens, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,832,969
Clients
65
Advisors
2
across 2 offices
About
Taylor Stephens provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and to pension and profit‑sharing plans. Services are delivered through one‑on‑one consultations and include portfolio management (both discretionary and non‑discretionary), cash flow and tax planning, retirement and education funding, and estate‑planning analysis.
The firm’s investment approach centers on strategic asset allocation and diversification, with security analysis that can include fundamental, technical, charting and cyclical methods, and it uses percentage‑of‑AUM advisory fees common in the sector. It operates a discretionary Advisor Managed Program that is closed to new clients and a non‑discretionary Structured Investing Program implemented through an unaffiliated sub‑adviser; a substantial portion of assets are managed on a non‑discretionary basis (about $34.8M non‑discretionary vs $6.4M discretionary).
Notable distinctions include that the firm’s principal is a licensed attorney who continues to practice law outside the advisory business and may offer legal services to clients, a relationship the brochure identifies as a potential conflict of interest requiring clear billing separation. The firm is relatively small and selective—about two advisors serving roughly 65 clients with approximately $41M in AUM—requires Interactive Brokers for its closed AMP accounts, and does not accept proxy voting authority for client securities.
Client services
Expertise
Fee options
$0 - $500,000: up to 1.50% $500,000+: up to 1.00%
Fee-only: Advisory fees based on AUM, negotiable, up to stated maximums; no commissions or sales loads charged by TSI
Main office
See officeCoppell TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Taylor Stephens Inc · Taylor Stephens, 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:
Lawyer
They provide legal services, typically billed separately.
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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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
Quick links
Advisors at this firm
Michael N
Series 63, Series 66
Coppell, TX
Taylor Stephens, Inc.
Michael Noel is a financial advisor with Taylor Stephens, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Wells Nelson & Associates, Braymen, Lambert and Noel Securities Ltd., Credit Suisse Securities, and Pershing LLC. Outside of advising, he holds a minority equity stake in a telecommunications company and serves on the advisory board of a social media start-up. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes strategic asset allocation and diversification, managing assets through both discretionary and non-discretionary programs.
William B
Series 63
Lake Kiowa, TX
Taylor Stephens, Inc.
William Brinson is a financial advisor with Taylor Stephens, Inc. He holds a Series 63 designation and has 50 years of industry experience. Prior to joining Taylor Stephens in 1990, he was the President and Owner of A. Cole Stephens & Associates, Inc. since 1977 and has been a self-employed insurance agent since 1969. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to pension and profit-sharing plans. The firm focuses on strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside services such as cash flow and tax planning, retirement and education funding, and estate-planning analysis.
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