Taylor Turner Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Consultation Services Consultation Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$3,000

“(Clients seeking ongoing, continuous financial planning together with portfolio management should instead select the Flat Quarterly Retainer fee structure described above under Asset Management.) The fee for the Full Financial Plan is a fixed, one-time fee of $3,000, billed as follows: a $1,000 onboarding fee is…”

Annual fee

$2,500⁠-⁠$15,000/yr

“Tier Quarterly Fee Annual Equivalent Tier 1 — Standard Retainer $2,500 $10,000 Tier 2 — Comprehensive Retainer $3,750 $15,000 Tier 3 — Premier Retainer $7,500+ (negotiable) $30,000+ (negotiable) Deliverables Included Discretionary and/or nondiscretionary portfolio management Quarterly portfolio reviews Ongoing…”

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

How Taylor Turner Wealth Management LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Retainer fees are billed quarterly in arrears, as set forth in the Client's Investment and Financial Planning Advisory Agreement.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Taylor Turner Wealth Management LLC’s fees compare

• Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 6 of the 15 other planners in Richmond that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Virginia median of $4,250. 37% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 5 of the 15 other planners in Richmond that publish a flat or project fee charge less.
• Its annual fee of $2,500-$15,000 spans the Virginia median of $6,350. 58% of the 55 other Virginia planners that publish an annual fee charge less.
• 2 of the 5 other planners in Richmond that publish an annual fee charge less.

About Taylor Turner Wealth Management LLC

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

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat 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

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$100,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335125

Website

TaylorTurner.com (opens in new tab)

Phone

(804) 357-9308

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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