Robert Taylor
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L · Troy, Michigan
Robert Taylor is a fee-only financial advisor at Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L in Troy, Michigan. Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $512.5M across 1,049 accounts |
| SEC registration | Investment adviser representative in MI, NC, TX · CRD 5833240 |
| Exams passed | Series 66 (2010) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.tmcpa.com/assetmanagement |
| Profile |
How Robert's firm compares
- Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L's average account is about $489,000, from its Form ADV (assets managed divided by 1,049 accounts).
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Questions about Robert
Is Robert Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Taylor based?
Robert Taylor is based in Troy, Michigan.
Is Robert Taylor registered with the SEC?
Yes. Robert Taylor is registered as an investment adviser representative in MI, NC and TX (CRD 5833240), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L manage?
Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L reports $512.5M across 1,049 accounts in assets under management.
How do I contact Robert Taylor?
Through Robert's website, www.tmcpa.com/assetmanagement.
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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