PlannerFees

Taylor Wealth Management, LLC fees and pricing

Financial planner in Torrance, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 11, 2026, Taylor Wealth Management, LLC charges $500 an hour and an annual fee of $3,000⁠-⁠$40,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“These fees are negotiable, but are generally $500 per hour.”
Annual fee
$3,000⁠-⁠$40,000/yr
“The annual fee for investment management only services varies (between $3,000 and $40,000) depending primarily on the amount of assets to be managed.”

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

How Taylor Wealth Management, LLC bills

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

  • “Generally, TWM requires one-half of the estimated financial planning fee payable upon entering the written agreement with the balance due upon delivery of the financial plan or completion of the agreed upon services.”
  • “Clients will receive an invoice from TWM each quarter and must remit payment directly to TWM.”
  • “If assets are deposited into or withdrawn from an account after the inception of a quarter the fee payable with respect to such assets will not be adjusted or prorated.”

How Taylor Wealth Management, LLC’s fees compare

  • Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
  • 7 of the 9 other planners in Torrance that publish an hourly rate charge less.
  • Its annual fee of $3,000-$40,000 spans the California median of $6,250. 90% of the 224 other California planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Torrance 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 Wealth Management, LLC

“Wealth Management Services TWM typically provides clients with wealth management services which include a broad range of comprehensive financial planning and consulting services as well as discretionary and/or non-discretionary management of investment portfolios.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • 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
Clients
63
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
$170,536,938
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
132955
Website
taylorwealthmanagement.com (opens in new tab)
Phone
(310) 540-8000

Other planners in Torrance that publish fees

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