Taylor & Associates fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“On an hourly basis, ranging from $150 - $250 per-hour, depending on the nature and complexity of the clients’ circumstances.”

Flat or project fee

$750⁠-⁠$3,500

“As a fixed fee, typically ranging from $750 - $3,500, depending on the nature and complexity of the clients’ circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Taylor & Associates bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Taylor provides all services to clients unless otherwise disclosed in advance.”
• “The amount of $450.00 in financial planning fees will be due upon signing the financial planning agreement, with the balance (based on actual hours) due either monthly in arrears or upon presentation of the plan to the clients.”
• “The annual management fee for the Advisor’s investment advisory services is negotiable.”

How Taylor & Associates’ fees compare

• Its hourly rate of $150-$250 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 7 other planners in Santa Monica that publish an hourly rate charge less.
• Its flat or project fee of $750-$3,500 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 5 other planners in Santa Monica that publish a flat or project fee charge less.

About Taylor & Associates

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

14

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$18,220,570

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

122944

Website

protectassets.com (opens in new tab)

Phone

(310) 260-1126

Other planners in Santa Monica that publish fees

• Abacus Wealth PartnersSanta Monica$10,000/yr
• Capital Intelligence Advisors, Inc.Santa Monica$150⁠-⁠$500/hr, $500⁠-⁠$20,000
• Daniel M. Stern, LLCSanta Monica$350/hr
• Eddy Financial, LLCSanta Monica$500/hr, $10,000
• Gerber Kawasaki Wealth & Investment ManagementSanta Monica$500⁠-⁠$1,000/hr
• MGN and Co LLCSanta Monica$100⁠-⁠$300/hr, $200⁠-⁠$1,000/yr

Compare all 25 planners in Santa Monica