# Tom Taylor

> Tom Taylor is a fee-only financial advisor at Chesapeake Financial Advisors in Towson, Maryland, who holds the CPA/PFS credential. Tom focuses on retirement planning, tax planning and equity compensation. Chesapeake Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tom-taylor/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Chesapeake Financial Advisors
- **Based in:** Towson, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $310.1M across 1,030 accounts
- **Credentials:** CPA/PFS
- **Specialties:** Retirement planning, Tax planning, Equity compensation
- **Works with:** Retirees, Pre-retirees, Executives, Early-career professionals, Divorced individuals
- **Firm size:** 10 employees
- **Website:** http://peakeadvisors.com

## Frequently asked questions

### Is Tom Taylor a fee-only financial advisor?

Yes. Tom Taylor is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Tom charge for financial advice?

Tom's firm, Chesapeake Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tom Taylor based?

Tom Taylor is based in Towson, Maryland.

### What does Tom specialize in?

Tom's specialties include retirement planning, tax planning and equity compensation. Tom works with retirees, pre-retirees, executives, early-career professionals and divorced individuals.

### What credentials does Tom Taylor hold?

Tom Taylor holds the CPA/PFS credential.

### 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 Tom Taylor?

Through Tom's website, peakeadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5558): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://peakeadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.