Taylor Cole
Woodward Financial Advisors · Chapel Hill, North Carolina
Taylor Cole is a fee-only financial advisor at Woodward Financial Advisors in Chapel Hill, North Carolina, who holds the CFP credential. Woodward Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Taylor →
Facts
| Firm | Woodward Financial Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $641.5M across 1,084 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7503986 |
| Exams passed | Series 65 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.woodwardadvisors.com |
How Taylor's firm compares
- Woodward Financial Advisors's average account is about $592,000, from its Form ADV (assets managed divided by 1,084 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 Cole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Woodward Financial Advisors 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, Woodward Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Taylor Cole based?
Taylor Cole is based in Chapel Hill, North Carolina.
What credentials does Taylor Cole hold?
Taylor Cole holds the CFP credential.
Is Taylor Cole registered with the SEC?
Yes. Taylor Cole is registered as an investment adviser representative in NC (CRD 7503986), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Woodward Financial Advisors manage?
Woodward Financial Advisors reports $641.5M across 1,084 accounts in assets under management.
How do I contact Taylor Cole?
Through Taylor's website, www.woodwardadvisors.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
- 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.