Taylor Champion
Chesley, Taft & Associates · Chicago, Illinois
Taylor Champion is a fee-only financial advisor at Chesley, Taft & Associates in Chicago, Illinois, who holds the CFP and CFA credentials. Chesley, Taft & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Taylor →
Who they serve
- Multi-generational families
Facts
| Firm | Chesley, Taft & Associates |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.01B across 1,831 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL · CRD 8315171 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.chesleytaft.com |
How Taylor's firm compares
- Chesley, Taft & Associates's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,831 accounts).
Request an introduction to Taylor
Tell Taylor a little about what you're looking for. Taylor isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Taylor
Is Taylor Champion a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Chesley, Taft & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Taylor charge for financial advice?
Taylor's firm, Chesley, Taft & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Taylor Champion based?
Taylor Champion is based in Chicago, Illinois.
What credentials does Taylor Champion hold?
Taylor Champion holds the CFP and CFA credentials.
Is Taylor Champion registered with the SEC?
Yes. Taylor Champion is registered as an investment adviser representative in IL (CRD 8315171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chesley, Taft & Associates manage?
Chesley, Taft & Associates reports $3.01B across 1,831 accounts in assets under management.
How do I contact Taylor Champion?
Through Taylor's website, www.chesleytaft.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
- Chesley, Taft & Associates 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.
See something wrong? Request a correction. Read our methodology.