Taylor Financial, LLC fees and pricing

Financial planner in Wilmington, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Taylor Financial, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The hourly rate is negotiable and arrangements with one client may differ from the arrangements with another client.”
“The balance of the hourly fee is due upon completion of the agreed upon service.”
“The client must consent in advance to direct debiting of their investment account for financial planning fees.”

Its hourly rate of $200 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
1 of the 7 other planners in Wilmington that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 46
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $55,253,206
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 147829
Website: edtaylorfinancial.com (opens in new tab)
Phone: (910) 256-8818

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