Coppell, TX Office

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.