John Taylor
Taylor Financial Group · Roanoke, Virginia
John Taylor is a fee-only financial advisor at Taylor Financial Group in Roanoke, Virginia, who holds the CFP credential. John focuses on retirement planning, estate & legacy planning and tax planning. Taylor Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Taylor Financial Group |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $410.0M across 1,112 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 2244949 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.taylorfg.com |
| Profile |
How John's firm compares
- Taylor Financial Group's average account is about $369,000, from its Form ADV (assets managed divided by 1,112 accounts).
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Questions about John
Is John Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Taylor Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Taylor Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Taylor based?
John Taylor is based in Roanoke, Virginia.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does John Taylor hold?
John Taylor holds the CFP credential.
Is John Taylor registered with the SEC?
Yes. John Taylor is registered as an investment adviser representative in VA (CRD 2244949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taylor Financial Group manage?
Taylor Financial Group reports $410.0M across 1,112 accounts in assets under management.
How do I contact John Taylor?
Through John's website, www.taylorfg.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 Financial Group 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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