Taylor Whitt
Cairn Financial Group · Nashville, Tennessee
Taylor Whitt is a fee-only financial advisor at Cairn Financial Group in Nashville, Tennessee, who holds the CFP credential. Taylor focuses on student loans. Cairn Financial Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Executives
Facts
| Firm | Cairn Financial Group |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $77.4M across 671 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, CO, LA, MS, NC, TN, TX · CRD 6362121 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | cairnfg.com |
| Profile |
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Questions about Taylor
Is Taylor Whitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Cairn Financial Group 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, Cairn Financial Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Taylor Whitt based?
Taylor Whitt is based in Nashville, Tennessee.
What does Taylor specialize in?
Taylor's specialties include student loans. Taylor works with physicians and executives.
What credentials does Taylor Whitt hold?
Taylor Whitt holds the CFP credential.
Is Taylor Whitt registered with the SEC?
Yes. Taylor Whitt is registered as an investment adviser representative in AL, CO, LA, MS, NC, TN and TX (CRD 6362121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cairn Financial Group manage?
Cairn Financial Group reports $77.4M across 671 accounts in assets under management.
How do I contact Taylor Whitt?
Through Taylor's website, cairnfg.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
- Cairn Financial Group 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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