Taylor & Morgan Wealth Management provides financial planning, portfolio management for individuals and small businesses, educational seminars, business succession planning, education planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Taylor & Morgan Wealth Management reports 452 clients. They include 357 individual clients, 63 high-net-worth individuals, and 30 pension and profit-sharing plans. Of its assets, 91.7% ($470M across 1,029 accounts) are managed with discretion; $42.7M across 20 accounts are not. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 28% |
| High-net-worth individuals | 14% | 54% |
| Pension and profit-sharing plans | 7% | 17% |
| Corporations and other businesses | <1% | <1% |
| Other | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 357 | $142M | 27.7% | $397K |
| High-net-worth individuals | 63 | $279M | 54.4% | $4.43M |
| Pension and profit-sharing plans | 30 | $88.8M | 17.3% | $2.96M |
| Corporations and other businesses | Fewer than 5 | $2.81M | 0.5% | $2.81M |
| Other | Fewer than 5 | $67.8K | 0.0% | $67.8K |
| Total | 452 | $513M | 100% | — |
- Clients
- 357
- Regulatory AUM
- $142M
- AUM share
- 27.7%
- Avg. per client
- $397K
- Clients
- 63
- Regulatory AUM
- $279M
- AUM share
- 54.4%
- Avg. per client
- $4.43M
- Clients
- 30
- Regulatory AUM
- $88.8M
- AUM share
- 17.3%
- Avg. per client
- $2.96M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.81M
- AUM share
- 0.5%
- Avg. per client
- $2.81M
- Clients
- Fewer than 5
- Regulatory AUM
- $67.8K
- AUM share
- 0.0%
- Avg. per client
- $67.8K
Total
- Clients
- 452
- Regulatory AUM
- $513M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Taylor & Morgan Wealth Management charges 0.75%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Hourly Fees
- Hourly financial planning fees are between $175 and $300, set by the representative's experience level, and paid in arrears on completion.
Robert Taylor owns 75% or more of Taylor & Morgan Wealth Management. The leadership team of Taylor & Morgan Wealth Management includes Chief Compliance Officer Robert Taylor. It has 8 employees, 7 of them in advisory roles.
Staff
- 8 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 insurance agent
- Owns 75% or more of Taylor & Morgan Wealth Management, LLC
Robert Taylor
Control person · since July 2010
Taylor & Morgan Wealth Management’s regulatory assets grew 2.5× from $209M (March 2021) to $513M (March 2026); clients were 452 in both filings and employees rose from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $513M | 452 | 8 | 4 |
| Jan 2025January 2025 | $327M | 430 | 7 | 4 |
| Jan 2024January 2024 | $278M | 408 | 7 | 4 |
| Jan 2023January 2023 | $223M | 391 | 8 | 4 |
| Apr 2022April 2022 | $254M | 385 | 8 | 4 |
| Mar 2021March 2021 | $209M | 442 | 7 | 4 |
Besides its headquarters, Taylor & Morgan Wealth Management has 3 offices, with 4 listed addresses across 2 states.
Michigan · 3 listed addresses
- 3150 Livernois RD., Suite 175, TroyHQ
- 9400 S. Saginaw St., Grand Blanc
- 2302 Stonebridge Drive, Flint
North Carolina · 1 listed address
- 11415 Golf Links Drive, Charlotte
Other business names
Taylor & Morgan Wealth Management has reported 2 other business names to the SEC.
- TM Advisors
- Taylor & Morgan Quayle Financial, LLC
Contact and registration details
- Legal name
- Taylor & Morgan Wealth Management, LLC
- Headquarters
- 3150 Livernois RD., Suite 175, Troy, MI 48083
- Website
- tmadvisors.com
- Phone
- 248-688-9399
- SEC file
- 801-113195
- Founded
- 2010
- Structure
- Michigan LLC
- Fiscal year end
- December
Taylor & Morgan Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($461M). Taylor & Morgan Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $461M100%
At year end, Taylor & Morgan Wealth Management’s separately managed accounts were mostly in funds (69%) and cash (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $203M across 89 positions; the largest are State Str SPDR S&P 500 ETF T (18.2%), iShares TR (10.7%) and SPDR Series Trust (8.6%).
What the accounts hold
- Stocks12%
- Exchange-traded equities11%
- Non-exchange-traded equities1%
- Funds69%
- Registered funds56%
- Pooled vehicles13%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash18%
How many clients does Taylor & Morgan Wealth Management have?
Taylor & Morgan Wealth Management has 452 clients and manages $513 million for them, as of March 2026. They include 357 individual clients, 63 high-net-worth individuals, and 30 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Taylor & Morgan Wealth Management offer?
Taylor & Morgan Wealth Management provides financial planning, portfolio management for individuals and small businesses, educational seminars, business succession planning, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Taylor & Morgan Wealth Management charge?
Taylor & Morgan Wealth Management charges 0.75%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.
Source: ADV FORM 2A, filed 9 March 2026
Which custodians does Taylor & Morgan Wealth Management use?
Taylor & Morgan Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $461M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Taylor & Morgan Wealth Management have?
Taylor & Morgan Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Taylor & Morgan Wealth Management invest in?
At the end of its last fiscal year, Taylor & Morgan Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 18% cash and equivalents, 13% pooled vehicles (private funds and similar), 11% exchange-traded equities, 2% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Taylor & Morgan Wealth Management?
Taylor & Morgan Wealth Management’s direct owner is Robert Taylor (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Taylor & Morgan Wealth Management get paid?
Taylor & Morgan Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Taylor & Morgan Wealth Management?
Taylor & Morgan Wealth Management’s main office is at 3150 Livernois RD., Suite 175, Troy, MI 48083. Its phone number is 248-688-9399. Its website is tmadvisors.com.