Taylor Hoffman Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“In general, the Firm charges an hourly rate, ranging from $250–$500 per hour, for financial planning and consulting services.”

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

How Taylor Hoffman Capital Management bills

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

• “Annual fees are prorated and charged quarterly, in advance, based upon the market value of the assets being managed by THCM on the last day of the previous billing period.”
• “If assets are deposited into or withdrawn 6 from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
• “For the initial period of an engagement, the fee is calculated on a pro-rata basis.”

How Taylor Hoffman Capital Management’s fees compare

• Its hourly rate of $250-$500 spans the Virginia median of $260. 79% of the 203 other Virginia planners that publish an hourly rate charge less.
• 13 of the 15 other planners in Richmond that publish an hourly rate charge less.

About Taylor Hoffman Capital Management

• Firm size: 5 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

516

Employees

5

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers

Assets managed

$469,548,942

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309329

Website

taylorhoffman.com (opens in new tab)

Phone

(804) 964-2500

Can advise clients in 6 states: Colorado, North Carolina, South Carolina, Tennessee, Texas, Virginia

Other planners in Richmond that publish fees

• Alexis AdvisorsRichmond$150⁠-⁠$350/hr
• Ark Financial Strategies LLCRichmond$2,000⁠-⁠$10,000
• Beale Healy Investment Advisors IncRichmond$100⁠-⁠$225/hr
• Bonwell Capital Management, LLCRichmond$250/hr, $250⁠-⁠$50,000
• Covenant Wealth AdvisorsRichmond$300/hr, $2,000⁠-⁠$30,000
• EvoadvisorsRichmond$10,000/yr

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