Taylor Thompson
Putting the clients goals and objectives first and foremost.
Thompson Family Office · Gilbert , Arizona
Taylor Thompson is a fee-only financial advisor at Thompson Family Office in Gilbert , Arizona. Taylor charges a percentage of assets, a subscription and a one-time planning fee and focuses on crypto & digital assets, real estate investors and small business owners.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Real estate investors
- Multi-generational families
- Early-career professionals
- Founders
- Executives
- Ultra high net worth
- High earners
- Pre-retirees
- Retirees
About
Our family started our family office 40+ years ago. We pride ourselves working with $100+ million dollar families to clients just getting started. We are an educational first firm NOT transactional. We look to build a partnership to come along side of your finances as a personal CFO for the next 30+ years to get your to and through retirement. We have a wide range of skills and team members to serve you and your needs.
Services
- 401(k) & IRA Management
- Alternative Investments
- Cash Flow Planning
- Debt Management
- Estate Planning
- Executive Compensation
- Family Office Services
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Real Estate Advisory
- Social Security Planning
- Wealth Management
- Trust Services
- Tax Strategy
- Stock Option Planning
- Risk Management
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Liquidity & Exit Planning
- Investment Management
Facts
| Firm | Thompson Family Office |
|---|---|
| Based in | Gilbert , Arizona |
| Fee model | Percentage of assets · Subscription · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $100M - $500M |
| Firm founded | 1990 |
| Firm size | 6 - 20 employees |
| Investment approach | Blend of both |
| Firm size | 13 employees |
| Website | terrawealth.com |
| Profile |
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Questions about Taylor
Is Taylor Thompson a fee-only financial advisor?
Yes. Taylor Thompson is listed in the public advisor directory (listed as fee-only).
How does Taylor charge for financial advice?
Taylor charges a percentage of assets, a subscription and a one-time planning fee.
Where is Taylor Thompson based?
Taylor Thompson is based in Gilbert , Arizona.
What does Taylor specialize in?
Taylor's specialties include crypto & digital assets, real estate investors, small business owners, retirement planning, family wealth transfer and equity compensation. Taylor works with HENRY (High Earners, Not Rich Yet), real estate investors, multi-generational families, early-career professionals and founders.
How much does Thompson Family Office manage?
Thompson Family Office reports $100M - $500M in assets under management.
How do I contact Taylor Thompson?
Through Taylor's website, terrawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Thompson Family Office website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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