About JOHN H TAYLOR, LLC
JOHN H TAYLOR, LLC is a premier financial advisory firm that has been serving clients for over 20 years. Founded by John H. Taylor, the firm is dedicated to providing expert financial advice and services to individuals, families, and small businesses.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and services
- Over 20 years of experience
- Dedicated to clients’ financial success
Facts and Insights
The firm has helped numerous clients achieve their financial goals and secure their financial future. Through personalized financial planning and investment management strategies, JOHN H TAYLOR, LLC has established a reputation as a trusted and reliable financial expert.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million (as of December 2020) | 5 | 20+ years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
- Individuals
- Families
- Small businesses
Fees & Compensation
JOHN H TAYLOR, LLC operates on a fee-based compensation structure, meaning that their fees are based on a percentage of the assets under management. This aligns their interests with that of their clients as their fees increase as their clients’ assets grow.
Background
John H. Taylor, the founder of the firm, has over 30 years of experience in the financial industry. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
Financial Advisor Disclosures to Know
John H. Taylor and JOHN H TAYLOR, LLC are registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). This means that they have a fiduciary duty to act in the best interests of their clients. The firm has a clean record with no legal or disciplinary actions.