Taylor'd Financial Services
Taylor'd Financial Services is a family-owned fiduciary wealth-management firm founded in 1996, serving pre-retirees and retirees in the Kansas City metro through a Personal CFO advisory model, offering investment, retirement, estate, tax, and protection planning across five regional offices.
- Company typePrivate
- Founded1996
- HeadquartersOverland Park, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Taylor'd Financial Services does
Taylor'd Financial Services is a family-owned, fiduciary wealth-management firm founded in 1996 and headquartered in the Kansas City metropolitan area (Lee's Summit, Missouri). The firm serves pre-retirees and retirees in Kansas and Missouri through a personalized "personal CFO" advisory model delivered by Brian Taylor, President & CEO, who brings 25+ years of experience, AIF designation, and Series 7/24/63/65 licenses. Its core product, the Taylor'd Financial Plan, organizes services into seven integrated modules: Investment Planning, Retirement Planning, Wealth Transfer, Protection Planning, Estate Planning, Education Planning, and Tax Planning, delivered through a four-step Discovery, Planning, Execution, and Confidence process.
The firm operates five physical offices across the KC metro (Overland Park HQ, Zona Rosa, Country Club Plaza, Lee's Summit, Liberty) and supplements in-person advisory with digital touchpoints including a Scheduling Discovery Tool (Harbor Plan integration), a free Financial Calculators suite, Calendly scheduling, and Schwab Client Portal custody. Investment advisory services are offered through Cornerstone Securities LLC, with the firm functioning as an independent, full-service investment advisor representative. Distribution is anchored in the Dave Ramsey SmartVestor Pro referral network and supported by content marketing and educational tools.
The business model is fee-based advisory revenue generated through asset management and financial planning engagements structured as recurring engagements; no specific pricing is publicly disclosed. Customer segments are pre-retirees and retirees seeking transition planning, income planning, tax minimization, and legacy/wealth-transfer services. The firm earned Five Star Wealth Manager (2026), Bloomberg Kansas City Wealth Manager (2024), Top 100 Financial Advisor (2023), and Marquis Top Business Seal (2023) recognition, reinforcing its credibility in the regional market.
Taylor'd Financial Services firmographics
Firmographics- Name
- Taylor'd Financial Services
- Legal name
- Taylor'd Financial Services
- Website
- https://taylordfinancialservices.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Taylor'd Financial Services is a family-owned fiduciary wealth-management firm founded in 1996, serving pre-retirees and retirees in the Kansas City metro through a Personal CFO advisory model, offering investment, retirement, estate, tax, and protection planning across five regional offices.
- Ownership category
- akta.pro rank
Taylor'd Financial Services industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Discretionary Portfolio Management (DPM) (FSAAABAC), Digital/Robo Financial Planning (FSAEAAAK)
Keywords
Where Taylor'd Financial Services is headquartered
LocationHeadquarters
- HQ city
- Overland Park
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Taylor'd Financial Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Wealth Management Advisory Services: The firm provides personalized wealth management plans and investment advisory services as a registered investment advisor representative through Cornerstone Securities LLC. Revenue is generated through advisory fees associated with managing client assets and financial planning engagements.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Taylor'd Financial Services product offering
Product offeringCore offering
Taylor'd Financial Services is a family-owned fiduciary wealth advisory firm that delivers personalized financial planning and investment advisory services to individuals and families in the Kansas City Metro area. Its core offering is the Taylor'd Financial Plan, a comprehensive engagement model that integrates investment, retirement, wealth transfer, protection, estate, education, and tax planning into a single client relationship. The firm is a SmartVestor Pro affiliate (Dave Ramsey program) and has been recognized as a Five Star Wealth Manager.
Product overview
Taylor'd Financial Services offers a comprehensive financial advisory service built around personalized wealth management plans delivered through their core Taylor'd Financial Plan offering. The company operates as a family-owned fiduciary advisory firm founded in 1996, with services organized into integrated modules including Investment Planning, Retirement Planning, Wealth Transfer, Protection Planning, Estate Planning, Education Planning, and Tax Planning—all coordinated by a dedicated personal CFO advisor. The firm also operates the SmartVestor Pro sub-brand affiliated with Dave Ramsey, and provides a suite of free Financial Calculators as planning tools for prospects and clients.
Differentiator
Problem solved
Functional benefit
Brands
- SmartVestor Pro: Dave Ramsey's network of vetted financial professionals aligned with his approach to financial freedom. Taylor'd Financial Services is certified as a SmartVestor Pro.
Products and services
- Taylor'd Financial Plan A holistic, individualized financial planning service for individuals and families that integrates investment, retirement, wealth transfer, protection, estate, education, and tax planning into a single ongoing fiduciary engagement. Structured across discovery, planning, execution, and ongoing review phases.
- SmartVestor Pro Advisory Service Fiduciary investment and financial planning advisory service delivered under the Dave Ramsey SmartVestor Pro referral program, targeting individuals and families seeking guidance aligned with Ramsey's debt-free, budget-based financial principles.
- Financial Calculators Suite A free library of interactive online calculators covering savings, debt, college, life insurance, mortgage, tax, retirement, Roth IRA, traditional IRA, 401(k), and Social Security planning, used by individuals to estimate retirement and budgeting scenarios.
Companies that use Taylor'd Financial Services
Customer profileSegments2 records
Ideal customer profiles1 record
Taylor'd Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature1 record
Taylor'd Financial Services partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Dave Ramsey / SmartVestorcoreTaylor'd Financial Services is certified as a SmartVestor Pro, a free service connecting individuals with financial professionals aligned with Dave Ramsey's approach to financial freedom. Brian Taylor has earned this credential through industry experience and commitment to helping others. The SmartVestor mission is to help people make money and save money, with pros vetted and trusted by the Dave Ramsey team.
- Cornerstone Securities LLCcoreInvestment Advisory Services offered through Cornerstone Securities LLC. Taylor'd Financial Services is an independent, full-service investment advisor representative firm registered with Cornerstone Securities.
Scale indicators2 records
Recent moves6 records
Expansion highlights8 records
Taylor'd Financial Services competitors and assessment
Company assessmentOthers
- Cambridge Investment Research: Independent broker-dealer supporting a large network of independent financial advisors with RIA and advisory infrastructure. Comparable as an alternative IBD/RIA platform Taylor'd could theoretically use.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors with custody, technology, and RIA infrastructure. Comparable as the type of IBD ecosystem small RIA firms use for scaling.
- Cetera Financial Group: Independent broker-dealer and RIA network supporting independent financial advisors with compliance, technology, and custody. Comparable as an infrastructure layer that supports independent RIAs like Taylor'd.
Broad incumbents
- Raymond James Financial: Large diversified financial services firm offering wealth management, investment banking, and asset management. Overlaps with Taylor'd in the wealth advisory business targeting individuals and retirees, but operates at significantly larger scale.
- Waddell & Reed (Macquarie Asset Management): Legacy U.S. financial advisory firm (now part of Macquarie) historically focused on retail financial planning through a network of advisors serving mass-affluent and pre-retiree clients. Comparable historically in business model and target segment.
- Charles Schwab Wealth Advisory: Brokerage and wealth management giant offering advisory services to individuals and retirees. Directly comparable in custody relationship (Taylor'd already integrates with Schwab Client Portal) and overlapping client base of pre-retirees.
Direct peers
- Ameriprise Financial: Financial advisory firm serving mass-affluent and affluent clients with goals-based financial planning, retirement, and wealth management. Directly comparable in planning-centric service model and target demographic of pre-retirees and retirees.
- Fisher Investments: Wealth management firm specializing in personalized portfolio management for high-net-worth and pre-retiree/retiree clients. Comparable in serving the retirement-transition segment with discretionary investment advisory services.
- Edward Jones: Large U.S. financial-services firm with a branch-based local advisor model targeting mass-affluent and pre-retiree clients for personalized financial planning and wealth management. Highly comparable in target customer, in-person service model, and regional office footprint to Taylor'd.
- Northwestern Mutual: Mutual company offering comprehensive financial planning, retirement, and wealth-transfer services through a national network of career advisors. Comparable in its emphasis on holistic planning, insurance-adjacent offerings, and advisor-led relationship model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Taylor'd Financial Services social profiles
Digital presenceTaylor'd Financial Services compliance and trust
Trust signalCompliance1 record
Taylor'd Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Taylor'd Financial Services leadership team
Management profileNumber of profiles
Profiles1 record
Taylor'd Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Taylor'd Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Taylor'd Financial Services
What does Taylor'd Financial Services do?
Taylor'd Financial Services is a family-owned fiduciary wealth advisory firm that delivers personalized financial planning and investment advisory services to individuals and families in the Kansas City Metro area. Its core offering is the Taylor'd Financial Plan, a comprehensive engagement model that integrates investment, retirement, wealth transfer, protection, estate, education, and tax planning into a single client relationship. The firm is a SmartVestor Pro affiliate (Dave Ramsey program) and has been recognized as a Five Star Wealth Manager.
Is Taylor'd Financial Services a public or private company?
Taylor'd Financial Services is a private company. It is classified as family owned and is currently operating.
When was Taylor'd Financial Services founded?
Taylor'd Financial Services was founded in 1996. It employs 1 to 10 people.
Where is Taylor'd Financial Services based?
Taylor'd Financial Services is headquartered in Overland Park, United States, in the North America region.
How does Taylor'd Financial Services make money?
One revenue line is on record: wealth Management Advisory Services.
Who are Taylor'd Financial Services's main competitors?
Others on record are Cambridge Investment Research, LPL Financial and Cetera Financial Group. Broad incumbents are Raymond James Financial, Waddell & Reed (Macquarie Asset Management) and Charles Schwab Wealth Advisory. Direct peers are Ameriprise Financial, Fisher Investments, Edward Jones and Northwestern Mutual.
Does Taylor'd Financial Services have an API?
No public API is recorded for Taylor'd Financial Services.
What industry is Taylor'd Financial Services in?
Taylor'd Financial Services's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAABAC, Discretionary Portfolio Management (DPM). Its NAICS code is 523940 and its SIC code is 6282.