Taylor & Williams, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Taylor & Williams serves individual clients, including both high‑net‑worth and non‑HNW households, through discretionary portfolio management and financial planning. The firm constructs portfolios primarily with mutual funds and ETFs and also uses equities and fixed‑income securities as appropriate.
The firm’s brochure describes a values‑based mission grounded in Christian principles and an investment approach that emphasizes asset allocation using four model portfolio structures (Conservative through Aggressive) alongside fundamental, technical and cyclical analysis. It also discloses that, depending on a client’s risk tolerance, it may recommend more complex vehicles — including derivatives, leveraged funds, closed‑end funds, hedge funds and private placements.
Noteworthy for a firm of this size is its affiliation with a registered insurance agency: the firm’s principal functions as the agency’s general agent and licensed insurance producer (devoting roughly 5–10% of their time), and the brochure discloses potential conflicts when insurance products are recommended. The firm operates with a small advisory team (one advisor, roughly $73 million in AUM across about 187 clients), uses a Schwab custody relationship that provides certain economic benefits to the firm, and states it has no portfolio‑management account minimum.
Client services
Demographic focus
Fee options
Fixed fee quoted based on estimated hours for comprehensive financial planning (half paid upfront, remainder upon completion)
$0 - $100,000: 2.00% annually $100,001 - $1,000,000: 1.50% annually $1,000,001+: 1.00% annually
$100 per hour for financial planning services
Main office
286 Crystal Grove Blvd.
Lutz FL 33548
Advisors at this office
1
Most active in
Florida
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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
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