Ann Taylor Knotts
Woodmont Investment Counsel · Nashville, Tennessee
Ann Taylor Knotts is a fee-only financial advisor at Woodmont Investment Counsel in Nashville, Tennessee, who holds the CFP and CFA credentials. Ann Taylor focuses on estate & legacy planning, tax planning and family wealth transfer. Woodmont Investment Counsel reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Woodmont Investment Counsel |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.01B across 1,469 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TN · CRD 7447680 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.woodmontcounsel.com |
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Questions about Ann Taylor
Is Ann Taylor Knotts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ann Taylor holds no broker registration, and Woodmont Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ann Taylor charge for financial advice?
Ann Taylor's firm, Woodmont Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Ann Taylor Knotts based?
Ann Taylor Knotts is based in Nashville, Tennessee.
What does Ann Taylor specialize in?
Ann Taylor's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Ann Taylor works with ultra high net worth and multi-generational families.
What credentials does Ann Taylor Knotts hold?
Ann Taylor Knotts holds the CFP and CFA credentials.
Is Ann Taylor Knotts registered with the SEC?
Yes. Ann Taylor Knotts is registered as an investment adviser representative in TN (CRD 7447680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Woodmont Investment Counsel manage?
Woodmont Investment Counsel reports $2.01B across 1,469 accounts in assets under management.
How do I contact Ann Taylor Knotts?
Through Ann Taylor's website, www.woodmontcounsel.com.
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
- Woodmont Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- 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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