Thomas Taylor
Chesapeake Financial Advisors · Towson, Maryland
Thomas Taylor is a fee-only financial advisor at Chesapeake Financial Advisors in Towson, Maryland, who holds the PFS credential. Chesapeake Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Chesapeake Financial Advisors |
|---|---|
| Based in | Towson, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $310.1M across 1,030 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MD, TX · CRD 2758307 |
| Exams passed | Series 65 (1998) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.peakeadvisors.com |
How Thomas's firm compares
- Chesapeake Financial Advisors's average account is about $301,000, from its Form ADV (assets managed divided by 1,030 accounts).
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Questions about Thomas
Is Thomas Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Chesapeake Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Chesapeake Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Taylor based?
Thomas Taylor is based in Towson, Maryland.
What credentials does Thomas Taylor hold?
Thomas Taylor holds the PFS credential.
Is Thomas Taylor registered with the SEC?
Yes. Thomas Taylor is registered as an investment adviser representative in MD and TX (CRD 2758307), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chesapeake Financial Advisors manage?
Chesapeake Financial Advisors reports $310.1M across 1,030 accounts in assets under management.
How do I contact Thomas Taylor?
Through Thomas's website, www.peakeadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Towson
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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