Shaun Taylor
Taylor Williams Private Wealth Management · Tomball, Texas
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.
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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 | $5.7M across 9 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5068549 |
| Exams passed | Series 63 (2011) · Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Shaun's firm compares
- Taylor Williams Private Wealth Management's average account is about $633,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Shaun
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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