A complete list of active advisors currently associated with Taylor & Taylor Financial Services

Warmer can help you find a great advisor at Taylor & Taylor Financial Services or one who fits your needs even better.

Taylor & Taylor Financial Services provides comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, while also advising corporations and trusts. Services described in the brochure include retirement planning, tax and estate planning, risk management, and portfolio management across mutual funds, ETFs, stocks, bonds and certificates of deposit. The firm uses a comprehensive planning process that gathers clients’ financial information to develop individualized plans intended to meet long-term goals. It operates on a fee-only basis, charging either hourly or percentage-of-assets fees, and may manage client accounts on a discretionary basis. Noteworthy features include the firm’s long operating history and the principal’s CFP credential combined with a very small scale of operations — approximately $800,000 in assets under management and a reported two clients — which is atypical for independent advisory practices. Operational details clients should consider include the firm’s policy not to vote client proxies, disclosure that the adviser may trade for its own account, and its stated emphasis on privacy and record retention.

To learn more about the advisors currently working at Taylor & Taylor Financial Services, 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
Britton Taylor	Keller, TX	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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