# Taylor Financial Planning LLC

> Taylor Financial Planning LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 336565
- Filed as: TAYLOR FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Tennessee
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336565
- AdvisorCensus page: https://advisorcensus.com/firm/taylor-financial-planning-llc-336565

## Quick answers

**How is Taylor Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Taylor Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Taylor Financial Planning LLC registered with the SEC or a state?**
Taylor Financial Planning LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336565.

**How much does Taylor Financial Planning LLC manage?**
Taylor Financial Planning LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 16, 2026.

**Does Taylor Financial Planning LLC 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/336565

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

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

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- taylorfinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taylor Financial Planning LLC (CRD 336565): Form ADV filing data as of October 2026.