Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L fees and pricing

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.

Hourly rate

$300/hr

“The hourly for a junior representative is $175 an hour, the hourly fee for a senior representative is $300.”

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

How Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L bills

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

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with five days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees are paid in arrears upon completion.”

How Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L’s fees compare

• Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
• 7 of the 13 other planners in Troy that publish an hourly rate charge less.

About Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L

• Firm size: 8 employees.
• Credentials named in the brochure: CPA.
• Founded: 2010 (16 years).

Firm details from Form ADV

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

420

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$512,510,120

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

156177

Website

tmcpa.com/assetmanagement (opens in new tab)

Phone

(248) 688-9399

Can advise clients in 9 states: Florida, Georgia, Illinois, Michigan, North Carolina, New Hampshire, Ohio, South Carolina, Texas

Other planners in Troy that publish fees

• Arbor Wealth Advisors LLCTroy$300/hr
• Association Financial Services, LLCTroy$200/hr
• Baron Wealth Management, LLCTroy$250/hr
• Bridgewise Wealth ManagementTroy$300/hr, $4,995
• City Center Advisors, LLCTroy$500/hr
• FirstmetricTroy$495/mo

Compare all 32 planners in Troy