Brett Long
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L · Troy, Michigan
Brett Long is a fee-only financial advisor at Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L in Troy, Michigan, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, NC · CRD 6340519 |
| Exams passed | Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.tmcpa.com/assetmanagement |
How Brett'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 Brett
Is Brett Long a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett 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 Brett charge for financial advice?
Brett'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 Brett Long based?
Brett Long is based in Troy, Michigan.
What credentials does Brett Long hold?
Brett Long holds the CFP credential.
Is Brett Long registered with the SEC?
Yes. Brett Long is registered as an investment adviser representative in MI and NC (CRD 6340519), 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 Brett Long?
Through Brett'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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