Taylor Wilcox
Astoria Strategic Wealth · Humble, Texas
Taylor Wilcox is a fee-only financial advisor at Astoria Strategic Wealth in Humble, Texas. Astoria Strategic Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Taylor →
Facts
| Firm | Astoria Strategic Wealth |
|---|---|
| Based in | Humble, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $482.5M across 1,021 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7813081 |
| Exams passed | Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pauleyfinancial.com |
How Taylor's firm compares
- Astoria Strategic Wealth's average account is about $473,000, from its Form ADV (assets managed divided by 1,021 accounts).
Request an introduction to Taylor
Tell Taylor a little about what you're looking for. Taylor isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Taylor
Is Taylor Wilcox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Astoria Strategic Wealth 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, Astoria Strategic Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Taylor Wilcox based?
Taylor Wilcox is based in Humble, Texas.
Is Taylor Wilcox registered with the SEC?
Yes. Taylor Wilcox is registered as an investment adviser representative in TX (CRD 7813081), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Astoria Strategic Wealth manage?
Astoria Strategic Wealth reports $482.5M across 1,021 accounts in assets under management.
How do I contact Taylor Wilcox?
Through Taylor's website, www.pauleyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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.
See something wrong? Request a correction. Read our methodology.