Andrew Morgan
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L · Troy, Michigan
Andrew Morgan is a fee-only financial advisor at Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L in Troy, Michigan. Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $512.5M across 1,049 accounts |
| SEC registration | Investment adviser representative in MI, NC · CRD 6863390 |
| Exams passed | Series 65 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.tmcpa.com/assetmanagement |
| Profile |
How Andrew's firm compares
- Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L's average account is about $489,000, from its Form ADV (assets managed divided by 1,049 accounts).
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Questions about Andrew
Is Andrew Morgan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andrew Morgan based?
Andrew Morgan is based in Troy, Michigan.
Is Andrew Morgan registered with the SEC?
Yes. Andrew Morgan is registered as an investment adviser representative in MI and NC (CRD 6863390), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L manage?
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L reports $512.5M across 1,049 accounts in assets under management.
How do I contact Andrew Morgan?
Through Andrew's website, www.tmcpa.com/assetmanagement.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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