# Carolyn Taylor

> Carolyn Taylor is a fee-only financial advisor at Weatherly Asset Management in Del Mar, California. Carolyn focuses on small business owners, founders (pre-exit) and estate & legacy planning. Weatherly Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carolyn-taylor/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Weatherly Asset Management
- **Based in:** Del Mar, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.68B across 1,348 accounts
- **Specialties:** Small business owners, Founders (pre-exit), Estate & legacy planning
- **Works with:** Founders
- **CRD:** 1258663 (https://adviserinfo.sec.gov/individual/summary/1258663)
- **SEC registration:** Investment adviser representative in AZ, CA, FL, IL, LA, MA, NH, NV, NY, OR, TX, WA
- **Exams passed:** Series 63 (1989), Series 65 (1992)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.weatherlyassetmgt.com

## Frequently asked questions

### Is Carolyn Taylor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carolyn holds no broker registration, and Weatherly Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carolyn charge for financial advice?

Carolyn's firm, Weatherly Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Carolyn Taylor based?

Carolyn Taylor is based in Del Mar, California.

### What does Carolyn specialize in?

Carolyn's specialties include small business owners, founders (pre-exit) and estate & legacy planning. Carolyn works with founders.

### Is Carolyn Taylor registered with the SEC?

Yes. Carolyn Taylor is registered as an investment adviser representative in AZ, CA, FL, IL, LA, MA, NH, NV, NY, OR, TX and WA (CRD 1258663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Weatherly Asset Management manage?

Weatherly Asset Management reports $1.68B across 1,348 accounts in assets under management.

### How do I contact Carolyn Taylor?

Through Carolyn's website, www.weatherlyassetmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1258663): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.weatherlyassetmgt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.