Carolyn Taylor
Weatherly Asset Management · Del Mar, California
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $1.68B across 1,348 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, IL, LA, MA, NH, NV, NY, OR, TX, WA · CRD 1258663 |
| Exams passed | Series 63 (1989) · Series 65 (1992) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.weatherlyassetmgt.com |
| Profile |
How Carolyn's firm compares
- Weatherly Asset Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,348 accounts).
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Questions about Carolyn
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.
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
- Weatherly Asset Management 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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