William Taylor
Hartmann Taylor Wealth Management · Dallas, Texas
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.
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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 | $254.6M across 480 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2821259 |
| Exams passed | Series 63 (1997) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | hartmanntaylor.com |
| Profile |
How William's firm compares
- Hartmann Taylor Wealth Management's average account is about $530,000, from its Form ADV (assets managed divided by 480 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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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