Jason Taylor
Taylor's Financial · Fort Collins, Colorado
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.
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Specialties
Facts
| Firm | Taylor's Financial |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $22.7M across 143 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4470837 |
| Exams passed | Series 63 (2007) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | taylorsfinancial.com |
| Profile |
How Jason's firm compares
- Taylor's Financial's average account is about $159,000, from its Form ADV (assets managed divided by 143 accounts).
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Questions about Jason
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.
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
- Taylor's Financial 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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