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Advisor

Michael Taylor

Independent Fee-only financial coaching and solutions, by the hour or by the project

The Financial Rules Consulting · SAN ANTONIO, Texas

Michael Taylor is a fee-only financial advisor at The Financial Rules Consulting in SAN ANTONIO, Texas. Michael charges a flat fee or retainer and hourly fees ($175 an hour) and focuses on small business owners and retirement planning.

Flat fee or retainerHourly Fee-only

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Specialties

Who they serve

  • High earners
  • Founders
  • Early-career professionals
  • Pre-retirees
  • Retirees
  • HENRY (High Earners, Not Rich Yet)
  • Divorced individuals
  • Executives

About

We help individuals, couples, businesses, and non-profits by providing conflict-free financial advice. What others offer in a complex form, we simplify. A bit like coaching, a bit like therapy, and 100% focused on the financial problem you are trying to solve, whether that's getting out of debt, figuring out family financial priorities, facing retirement forthrightly with confidence and a plan, or simply investing for the long term.

Services

  • Asset Allocation
  • Cash Flow Planning
  • College/Education Planning
  • Education Planning
  • Financial Planning
  • Investment Management
  • Philanthropic Planning
  • Portfolio Rebalancing
  • Tax Strategy
  • Wealth Management
  • Debt Management
  • Financial Advice & Coaching
  • Risk Management
  • Retirement Planning
  • Social Security Planning
  • Life Transition Planning
  • Portfolio Management

Facts

FirmThe Financial Rules Consulting
Based in SAN ANTONIO, Texas
Fee modelFlat fee or retainer · Hourly
Fees (firm's website)$175 an hour
Assets under managementUnder $25M
Firm founded2004
Firm size1 employee
Investment approachPassive management
Websitethefinancialrules.com
LinkedInProfile

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Questions about Michael

Is Michael Taylor a fee-only financial advisor?

Yes. Michael Taylor is listed in the public advisor directory (listed as fee-only).

How does Michael charge for financial advice?

Michael charges a flat fee or retainer and hourly fees.

How much does Michael charge?

According to The Financial Rules Consulting's website, checked October 28, 2026: $175 an hour.

Where is Michael Taylor based?

Michael Taylor is based in SAN ANTONIO, Texas.

What does Michael specialize in?

Michael's specialties include small business owners and retirement planning. Michael works with high earners, founders, early-career professionals, pre-retirees and retirees.

How much does The Financial Rules Consulting manage?

The Financial Rules Consulting reports Under $25M in assets under management.

How do I contact Michael Taylor?

Through Michael's website, thefinancialrules.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Public advisor directory : listed as fee-only
  • The Financial Rules Consulting website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 25, 2026.

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