Taylor & Williams, Inc. fees and pricing

Financial planner in Lutz, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, Taylor & Williams, Inc. charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “Comprehensive Comprehensive financial planning services are offered at an hourly rate of $100; provided, however, that a fixed fee will be quoted (based on our estimate of the hours that it will take to complete your financial plan) before we begin preparing your financial plan.”

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

“Billing Your account will be billed quarterly in advance based on the above fee arrangements.”
“The type of planning to be done and the amount of the fee will be set forth in an invoice.”
“If you have prepaid any fees, such fees will be returned on a pro-rata basis.”

Its hourly rate of $100 is below the Florida median of $288. 1% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 2 other planners in Lutz that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 184
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $93,900,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 121776
Website: taylorandwilliams.com (opens in new tab)
Phone: (813) 936-0222

Is something on this page wrong or out of date?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