# Jason Taylor

> Jason Taylor is a fee-only financial advisor at Taylor's Financial in Fort Collins, Colorado, who holds the CFP credential. Jason focuses on sustainable & impact investing, retirement planning and small business owners. Taylor's Financial reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Taylor's Financial
- **Based in:** Fort Collins, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $22.7M across 143 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Retirement planning, Small business owners
- **CRD:** 4470837 (https://adviserinfo.sec.gov/individual/summary/4470837)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (2007), Series 65 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://taylorsfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Taylor's Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Taylor's Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jason Taylor based?

Jason Taylor is based in Fort Collins, Colorado.

### What does Jason specialize in?

Jason's specialties include sustainable & impact investing, retirement planning and small business owners.

### What credentials does Jason Taylor hold?

Jason Taylor holds the CFP credential.

### Is Jason Taylor registered with the SEC?

Yes. Jason Taylor is registered as an investment adviser representative in CO and TX (CRD 4470837), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Taylor's Financial manage?

Taylor's Financial reports $22.7M across 143 accounts in assets under management.

### How do I contact Jason Taylor?

Through Jason's website, taylorsfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4470837): 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.taylorsfinancial.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.