A complete list of active advisors currently associated with Taylor Stephens, Inc.
Warmer can help you find a great advisor at Taylor Stephens, Inc. or one who fits your needs even better.
The firm provides both discretionary and non‑discretionary portfolio management and related financial planning to individuals, high‑net‑worth clients, and pension and profit‑sharing plans. Services described in the brochure include investment management, retirement and estate planning, tax and cash‑flow analysis, education funding, and insurance review. Portfolios are implemented through customized, asset‑allocation based approaches using equities, fixed income and mutual funds, with periodic reviews and the option for automatic rebalancing. The firm operates a discretionary advisor‑managed program that is closed to new clients and a Structured Investing program run with an unaffiliated sub‑advisor on a non‑discretionary basis; the majority of assets reported are managed non‑discretionarily (approximately $32.1M non‑discretionary vs $7.1M discretionary). The firm’s principal is a licensed attorney who maintains an active part‑time legal practice and may offer legal services to clients under separate engagements, a relationship the brochure identifies as creating a potential conflict of interest. The combination of a solo, attorney‑led advisory practice, a substantial non‑discretionary asset base, and relationships with pension/profit‑sharing plans distinguishes the firm from many independent peers; the brochure also discloses no material legal or disciplinary proceedings.
To learn more about the advisors currently working at Taylor Stephens, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lake Kiowa, TX
| 50
| |
Coppell, TX
| 35
|
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