# Taylor Herzog

> Taylor Herzog is a fee-only financial advisor at Valinor Wealth Management in Plano, Texas, who holds the CFA credential. Valinor Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/taylor-herzog/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Valinor Wealth Management
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $678.3M across 1,199 accounts
- **Credentials:** CFA
- **CRD:** 5214086 (https://adviserinfo.sec.gov/individual/summary/5214086)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.valinorwealth.net/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Valinor Wealth Management 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, Valinor Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Taylor Herzog based?

Taylor Herzog is based in Plano, Texas.

### What credentials does Taylor Herzog hold?

Taylor Herzog holds the CFA credential.

### Is Taylor Herzog registered with the SEC?

Yes. Taylor Herzog is registered as an investment adviser representative in TX (CRD 5214086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Valinor Wealth Management manage?

Valinor Wealth Management reports $678.3M across 1,199 accounts in assets under management.

### How do I contact Taylor Herzog?

Through Taylor's website, www.valinorwealth.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5214086): 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

---

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