# Taylor & Taylor Financial Services

> Taylor & Taylor Financial Services is a state-registered investment advisory firm, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2020.

- CRD: 117968
- Filed as: TAYLOR & TAYLOR FINANCIAL SERVICES
- Legal name: Taylor, Britton Michael
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: May 13, 2020
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117968
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-and-taylor-financial-services-117968

## Quick answers

**How is Taylor & Taylor Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Taylor & Taylor Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Taylor & Taylor Financial Services registered with the SEC or a state?**
Taylor & Taylor Financial Services is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 117968.

**How much does Taylor & Taylor Financial Services manage?**
Taylor & Taylor Financial Services reports $800,000 in regulatory assets under management in its Form ADV filing dated May 13, 2020 (100% discretionary).

**Does Taylor & Taylor Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117968

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $800,000
- Discretionary: $800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor & Taylor Financial Services (CRD 117968): Form ADV filing data as of October 2026.