PlannerFees

Taylor Financial Planning LLC fees and pricing

Financial planner in Nashville, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 16, 2026, Taylor Financial Planning LLC charges $250 an hour, a flat or project fee of $10,000, and an annual fee of $12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Package Type Fee Max Hours Expiration Tier 1 $1,200 5 hours 2 months Tier 2 $2,250 10 hours 3 months Tier 3 $3,000 15 hours 3 months Tier 4 $5,000 25 hours 5 months Hourly Financial Planning Hourly Financial Planning is available for $250/hour.”
Flat or project fee
$10,000
“Comprehensive Financial Planning and Portfolio Management Services Taylor Financial Planning charges an engagement fee no greater than $10,000 to clients who select an ongoing Comprehensive Financial Planning relationship (with or without Portfolio Management).”
Annual fee
$12,000/yr
“Comprehensive Financial Planning without Portfolio Management services are available for an annual fee no greater than $12,000.”

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

How Taylor Financial Planning LLC bills

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

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “The engagement fee is invoiced at the start of the advisory relationship, and is due 30 days later.”
  • “The annual fees are payable quarterly in arrears.”

How Taylor Financial Planning LLC’s fees compare

  • Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.
  • 3 of the 11 other planners in Nashville that publish an hourly rate charge less.
  • Its flat or project fee of $10,000 is above the Tennessee median of $3,000. 88% of the 89 other Tennessee planners that publish a flat or project fee charge less.
  • 12 of the 13 other planners in Nashville that publish a flat or project fee charge less.
  • Its annual fee of $12,000 is above the Tennessee median of $7,250. 66% of the 35 other Tennessee planners that publish an annual fee charge less.
  • 2 of the 7 other planners in Nashville that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Taylor Financial Planning LLC

  • Principal: Michael Taylor
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Minimum
No minimum stated in brochure
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
336565
Website
taylorfinancialplanning.com (opens in new tab)
Phone
(615) 948-3296

Other planners in Nashville that publish fees

Compare all 32 planners in Nashville

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.