Marvin Taylor
Taylor Financial Group · Roanoke, Virginia
Marvin Taylor is a fee-only financial advisor at Taylor Financial Group in Roanoke, Virginia, who holds the CFP credential. Marvin 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 TX, VA · CRD 443361 |
| Exams passed | Series 63 (1982) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.taylorfg.com |
How Marvin'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 Marvin
Is Marvin Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marvin 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 Marvin charge for financial advice?
Marvin's firm, Taylor Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marvin Taylor based?
Marvin Taylor is based in Roanoke, Virginia.
What does Marvin specialize in?
Marvin's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Marvin Taylor hold?
Marvin Taylor holds the CFP credential.
Is Marvin Taylor registered with the SEC?
Yes. Marvin Taylor is registered as an investment adviser representative in TX and VA (CRD 443361), 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 Marvin Taylor?
Through Marvin'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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