Todd Taylor
TDT Financial · Sioux Falls, South Dakota
Todd Taylor is a fee-only financial advisor at TDT Financial in Sioux Falls, South Dakota. TDT Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | TDT Financial |
|---|---|
| Based in | Sioux Falls, South Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $45M across 121 accounts |
| SEC registration | Investment adviser representative in SD, TX, WA · CRD 4756383 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Todd's firm compares
- TDT Financial's average account is about $372,000, from its Form ADV (assets managed divided by 121 accounts).
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Questions about Todd
Is Todd Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and TDT Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, TDT Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Todd Taylor based?
Todd Taylor is based in Sioux Falls, South Dakota.
Is Todd Taylor registered with the SEC?
Yes. Todd Taylor is registered as an investment adviser representative in SD, TX and WA (CRD 4756383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TDT Financial manage?
TDT Financial reports $45M across 121 accounts in assets under management.
How do I contact Todd Taylor?
Contact details aren't on file yet. Search for TDT Financial.
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
- 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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