Douglas Taylor
Taylor Wealth Management · Torrance, California
Douglas Taylor is a fee-only financial advisor at Taylor Wealth Management in Torrance, California, who holds the CFP and CPA/PFS credentials. Taylor Wealth Management reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Taylor Wealth Management |
|---|---|
| Based in | Torrance, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $170.5M across 226 accounts |
| Credentials | CFP · CPA/PFS |
| SEC registration | Investment adviser representative in CA · CRD 4700387 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | taylorwealth.com |
How Douglas's firm compares
- Taylor Wealth Management's average account is about $755,000, from its Form ADV (assets managed divided by 226 accounts).
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Questions about Douglas
Is Douglas Taylor a fee-only financial advisor?
Yes. Douglas Taylor is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Douglas's firm.
How does Douglas charge for financial advice?
Douglas's firm, Taylor Wealth Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Douglas Taylor based?
Douglas Taylor is based in Torrance, California.
What credentials does Douglas Taylor hold?
Douglas Taylor holds the CFP and CPA/PFS credentials.
Is Douglas Taylor registered with the SEC?
Yes. Douglas Taylor is registered as an investment adviser representative in CA (CRD 4700387), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Taylor Wealth Management manage?
Taylor Wealth Management reports $170.5M across 226 accounts in assets under management.
How do I contact Douglas Taylor?
Through Douglas's website, taylorwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Torrance
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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