# Taylor Hart

> Taylor Hart is a fee-only financial advisor at Steadmont Advisors in Birmingham, Alabama, who holds the CFP credential. Taylor charges an ongoing planning fee (ongoing planning from $2,500 a year and typically works with clients with $500,000 or more) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/taylor-hart/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Steadmont Advisors
- **Based in:** Birmingham, Alabama
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $2,500 a year; typically works with clients with $500,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $430.7M across 1,249 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Ultra high net worth
- **CRD:** 5549423 (https://adviserinfo.sec.gov/individual/summary/5549423)
- **SEC registration:** Investment adviser representative in AL, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://steadmontadvisors.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Steadmont 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 charges an ongoing planning fee.

### How much does Taylor charge?

According to Steadmont Advisors's website, checked October 30, 2026: ongoing planning from $2,500 a year; typically works with clients with $500,000 or more.

### Where is Taylor Hart based?

Taylor Hart is based in Birmingham, Alabama.

### What does Taylor specialize in?

Taylor's specialties include retirement planning. Taylor works with ultra high net worth.

### What credentials does Taylor Hart hold?

Taylor Hart holds the CFP credential.

### Is Taylor Hart registered with the SEC?

Yes. Taylor Hart is registered as an investment adviser representative in AL and TX (CRD 5549423), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Steadmont Advisors manage?

Steadmont Advisors reports $430.7M across 1,249 accounts in assets under management.

### How do I contact Taylor Hart?

Through Taylor's website, steadmontadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5549423): 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
- The firm's website (https://steadmontadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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