Kelley Taylor
Fairman Financial · Chesterbrook, Pennsylvania
Kelley Taylor is a fee-only financial advisor at Fairman Financial in Chesterbrook, Pennsylvania. Kelley focuses on tax planning, retirement planning and estate & legacy planning. Fairman Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kelley →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fairman Financial |
|---|---|
| Based in | Chesterbrook, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $902.1M across 1,010 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5422106 |
| Exams passed | Series 65 (2008) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.fairmanfinancial.com |
Request an introduction to Kelley
Tell Kelley a little about what you're looking for. Kelley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kelley
Is Kelley Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelley holds no broker registration, and Fairman Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelley charge for financial advice?
Kelley's firm, Fairman Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelley Taylor based?
Kelley Taylor is based in Chesterbrook, Pennsylvania.
What does Kelley specialize in?
Kelley's specialties include tax planning, retirement planning and estate & legacy planning. Kelley works with ultra high net worth.
Is Kelley Taylor registered with the SEC?
Yes. Kelley Taylor is registered as an investment adviser representative in PA (CRD 5422106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fairman Financial manage?
Fairman Financial reports $902.1M across 1,010 accounts in assets under management.
How do I contact Kelley Taylor?
Through Kelley's website, www.fairmanfinancial.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
- Fairman 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.
See something wrong? Request a correction. Read our methodology.