# William Taylor

> William Taylor is a fee-only financial advisor at Hartmann Taylor Wealth Management in Dallas, Texas. Hartmann Taylor Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-taylor/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Hartmann Taylor Wealth Management
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $254.6M across 480 accounts
- **CRD:** 2821259 (https://adviserinfo.sec.gov/individual/summary/2821259)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1997)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://hartmanntaylor.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Hartmann Taylor Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, Hartmann Taylor Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Taylor based?

William Taylor is based in Dallas, Texas.

### Is William Taylor registered with the SEC?

Yes. William Taylor is registered as an investment adviser representative in TX (CRD 2821259), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hartmann Taylor Wealth Management manage?

Hartmann Taylor Wealth Management reports $254.6M across 480 accounts in assets under management.

### How do I contact William Taylor?

Through William's website, hartmanntaylor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2821259): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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