$55.3M Total AUM
$55.3M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2008
- Office Locations
- 1
Office Locations
1213 Culbreth Dr. Wilmington NC
About Taylor Financial, LLC
Taylor Financial is an independent, fee-only fiduciary financial planning and wealth management practice in Wilmington, NC. The firm delivers goal-based advice and investment management centered on controllable levers like fees, taxes, and risk, with no products sold. Founded by CFP professional Ed Taylor, a NAPFA-registered advisor, and custodies through Altruist.
Team overview
-- AVG AGE
$55.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
18.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SAMUEL EDMOND TAYLOR
President, Senior Relationship Banker
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,253,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,253,206 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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