Jeffrey George
TAO Financial · Orlando, Florida
Jeffrey George is a fee-only financial advisor at TAO Financial in Orlando, Florida, who holds the CFP and CFA credentials. TAO Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TAO Financial |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.8M across 133 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, LA, TX · CRD 6276274 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tao-financial.com |
How Jeffrey's firm compares
- TAO Financial's average account is about $118,000, from its Form ADV (assets managed divided by 133 accounts).
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Questions about Jeffrey
Is Jeffrey George a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and TAO Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, TAO Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey George based?
Jeffrey George is based in Orlando, Florida.
What credentials does Jeffrey George hold?
Jeffrey George holds the CFP and CFA credentials.
Is Jeffrey George registered with the SEC?
Yes. Jeffrey George is registered as an investment adviser representative in FL, LA and TX (CRD 6276274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TAO Financial manage?
TAO Financial reports $15.8M across 133 accounts in assets under management.
How do I contact Jeffrey George?
Through Jeffrey's website, www.tao-financial.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
- 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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