Taylor Herzog
Valinor Wealth Management · Plano, Texas
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.
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Facts
| Firm | Valinor Wealth Management |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $678.3M across 1,199 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5214086 |
| Exams passed | Series 63 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.valinorwealth.net |
How Taylor's firm compares
- Valinor Wealth Management's average account is about $566,000, from its Form ADV (assets managed divided by 1,199 accounts).
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Questions about Taylor
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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.
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