# Shaun Taylor

> Shaun Taylor is a fee-only financial advisor at Taylor Williams Private Wealth Management in Tomball, Texas. Taylor Williams Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shaun-taylor/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Taylor Williams Private Wealth Management
- **Based in:** Tomball, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5.7M across 9 accounts
- **CRD:** 5068549 (https://adviserinfo.sec.gov/individual/summary/5068549)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2011), Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Shaun Taylor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shaun holds no broker registration, and Taylor Williams Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shaun charge for financial advice?

Shaun's firm, Taylor Williams Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Shaun Taylor based?

Shaun Taylor is based in Tomball, Texas.

### Is Shaun Taylor registered with the SEC?

Yes. Shaun Taylor is registered as an investment adviser representative in TX (CRD 5068549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Taylor Williams Private Wealth Management manage?

Taylor Williams Private Wealth Management reports $5.7M across 9 accounts in assets under management.

### How do I contact Shaun Taylor?

Contact details aren't on file yet. Search for Taylor Williams Private Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5068549): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.