Taylor Hart
Steadmont Advisors · Birmingham, Alabama
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.
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Specialties
Who they serve
- Ultra high net worth
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 |
| Assets under management | $430.7M across 1,249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX · CRD 5549423 |
| Exams passed | Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | steadmontadvisors.com |
| Profile |
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Questions about Taylor
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.
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
- Steadmont Advisors 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.
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