TAYLOR WEALTH MANAGEMENT, LLC

Overview

Taylor Wealth Management, LLC is an independent registered investment adviser focused on individual and family clients, operating with an owner-type structure under a single individual principal. The firm offers financial planning and portfolio management for individuals and small businesses, and bills clients through hourly and fixed fees rather than percentage-based asset fees. That billing model, combined with a client base of modest scale in count but elevated in account size, indicates a planning-first practice that supplements discretionary investment management rather than relying solely on wrap or AUM-driven revenue. Investment activity is concentrated in publicly offered pooled vehicles rather than direct-security active trading. The firm is not positioned as a capital allocator or pension consultant, does not report active ESG investing, and does not list multi-state adviser activity. Industry affiliation with accounting professionals signals integrated tax-aware planning paired with portfolio implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices