Chad Taylor
MDT Financial Advisors · Webster, Texas
Chad Taylor is a fee-only financial advisor at MDT Financial Advisors in Webster, Texas. Chad focuses on retirement planning, estate & legacy planning and tax planning. MDT Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | MDT Financial Advisors |
|---|---|
| Based in | Webster, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $294.0M across 644 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2695584 |
| Exams passed | Series 63 (1996) · Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.mdtfa.com |
How Chad's firm compares
- MDT Financial Advisors's average account is about $457,000, from its Form ADV (assets managed divided by 644 accounts).
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Questions about Chad
Is Chad Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and MDT Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, MDT Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chad Taylor based?
Chad Taylor is based in Webster, Texas.
What does Chad specialize in?
Chad's specialties include retirement planning, estate & legacy planning and tax planning. Chad works with retirees.
Is Chad Taylor registered with the SEC?
Yes. Chad Taylor is registered as an investment adviser representative in TX (CRD 2695584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MDT Financial Advisors manage?
MDT Financial Advisors reports $294.0M across 644 accounts in assets under management.
How do I contact Chad Taylor?
Through Chad's website, www.mdtfa.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
- MDT Financial Advisors 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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