Taylor Turner Wealth Management LLC
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About
Taylor Turner Wealth Management LLC provides investment advice and financial planning primarily to individual clients, offering both discretionary and non-discretionary portfolio management alongside one-time financial plans and topic-specific consultations. The firm reports no account minimums and currently lists approximately $100,000 in assets under management for a single client.
The firm combines quantitative and macroeconomic analysis to build customized strategies that can include long-term and short-term positions, trading, and options, and documents client goals and restrictions in a written profile. Clients can choose between a traditional percentage-of-assets fee or a flat quarterly retainer with tiered service levels, and the firm treats its full financial plan as a one-time deliverable rather than an ongoing planning service.
Noteworthy features for a firm of this size include a required one-time $1,000 onboarding fee on new engagements and the principal’s continued work in a separate consulting role, which the brochure describes as a significant source of income and time commitment. The firm also emphasizes its quantitative background in analysis, recommends a specific custodian (Charles Schwab), may receive research or other soft-dollar benefits, and does not vote client proxies — clients retain proxy voting responsibility.
Client services
Expertise
Demographic focus
Fee options
$3,000 fixed one-time fee for Full Financial Plan; one-time $1,000 onboarding fee for new engagements
$0 - $3,000,000: 1.00% annually $3,000,000.01 - $10,000,000: 0.75% annually $10,000,000.01+: 0.50% annually
$300 per hour for Consultation Services
Flat Quarterly Retainer fees available in three tiers: Tier 1 - $2,500 quarterly; Tier 2 - $3,750 quarterly; Tier 3 - $7,500+ quarterly (negotiable)
Minimum fee: One-time $1,000 onboarding fee charged prior to initial onboarding call; applied towards certain fees in some cases Fee-only: Hourly fee of $300 per hour for Consultation Services; fixed one-time fee of $3,000 for Full Financial Plan (includes $1,000 onboarding fee)
Main office
Richmond VA
Advisors at this office
1
Most active in
Virginia
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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