Taylor Investment Advisory fees and pricing

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

According to its Form ADV Part 2A brochure dated January 5, 2026, Taylor Investment Advisory charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 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.

“Fees are paid quarterly in advance, and clients may terminate their contracts with written notice.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
“Clients may terminate their contracts without penalty, for a full refund, within 5 business days of signing the Advisory Contract.”

Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2007 (19 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
Minimum: No minimum stated in brochure
Clients: 6
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: $4,520,819
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 142833
Phone: (252) 217-4514

Is something on this page wrong or out of date?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.