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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Taylor & Morgan Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Taylor & Morgan Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Taylor & Morgan Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Taylor & Morgan Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Taylor & Morgan Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Taylor & Morgan Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Taylor & Morgan Wealth Management get paid?","answer":"Taylor & Morgan Wealth Management is paid through a percentage of assets under management and hourly charges. 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