William Taylor
William Taylor is a registered investment advisor at Hartmann Taylor Wealth Management, LLC, based in Dallas, TX, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 96 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Location
2346 Victory Park Lane, Dallas, TX, 75219
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an independent insurance agent for various independent insurance companies. He also serves as a board member/volunteer for the Dallas A&M Club and the 12th Man Foundation, dedicating a few hours per week to the Dallas A&M Club and minimal time per year to the 12th Man Foundation.
Employment History
Current Registrations
Hartmann Taylor Wealth Management, LLC
Previous Registrations
Cypress Point Wealth Management, LLC
Raymond James Financial Services
Carter Advisory Services, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.