# Taylor Financial Consulting

> Taylor Financial Consulting is a state-registered investment advisory firm in Lantana, TX, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 114577
- Filed as: TAYLOR FINANCIAL CONSULTING
- Legal name: Jill Taylor Gordon
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lantana, TX
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114577
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-financial-consulting-lantana-tx-114577

## Quick answers

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

**Where is Taylor Financial Consulting located?**
Taylor Financial Consulting's principal office is in Lantana, TX, according to its Form ADV.

**Is Taylor Financial Consulting registered with the SEC or a state?**
Taylor Financial Consulting is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 114577.

**How much does Taylor Financial Consulting manage?**
Taylor Financial Consulting reports $807,000 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (0% discretionary).

**What types of clients does Taylor Financial Consulting serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3); individuals (other than high net worth individuals) (1).

**Does Taylor Financial Consulting 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/114577

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $807,000
- Discretionary: $0
- Non-discretionary: $807,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $47,000 |
| High net worth individuals | 3 | $760,000 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- 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 Financial Consulting (CRD 114577): Form ADV filing data as of October 2026.