Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L

Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L at a glance

• One of 237 fee-only firms based in Michigan in the Wellspent graph.
• 7 advisors are listed here; 3 of 7 hold the CFP.
• Its Form ADV reports 8 employees and 420 individual clients, 63 of them high net worth.
• Its average account is about $489,000 (assets it manages divided by its 1,049 accounts).

Fee-only advisors in Michigan · What fee-only advisors charge in Michigan

Facts

Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L fees

Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (7)

• Andrew Morgan

• Brandon Taylor

• Brett Long

  CFP

• Brett Quayle

  CFP

• Bryan Long

  CFP

• Robert Quayle

• Robert Taylor