Tom Taylor
Chesapeake Financial Advisors · Towson, Maryland
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Early-career professionals
- Divorced individuals
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 | CPA/PFS |
| Firm size | 10 employees |
| Website | peakeadvisors.com |
| Profile |
How Tom'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 Tom
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Towson
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Chesapeake Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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