Taylor Wealth Management

Taylor Wealth Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 63 individual clients, 46 of them high net worth.
• Its average account is about $755,000 (assets it manages divided by its 226 accounts).

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

Facts

Taylor Wealth Management fees

Taylor Wealth Management 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 (1)

• Douglas Taylor

  CFP · CPA/PFS

Other fee-only firms in Torrance

• Women's Wellness and Wealth
• Aihara Wealth Management
• Alesia Investment Management
• Dorsey Wealth Management
• Empath Wealth LLC
• MQ Private Wealth
• South Bay Financial Partners

Fee-only advisors in California