We are a one stop-shop for all of your financial needs. Our wealth management services are rooted in leadership, collaboration, and respect.
Taylor Hoffman is an investment-centered firm first and foremost.
Decades of professional experience, an independent & unbiased thought-process, and cutting-edge technology will provide you with an investment strategy that is:
Learn more about our investment strategies
Financial Education & Coaching
We only hire the best and brightest. Your personal advisory team is made up of CFP® professionals and CPAs who enjoy learning and improving their industry knowledge.
Your Taylor Hoffman advisors will do more than just advise: they will be your personal educators and coaches to help you understand your finances throughout all stages of life.
Why Taylor Hoffman?
You have thousands of options for financial advice. What makes Taylor Hoffman different?
As a Registered Investment Advisor (‘RIA’), we are fiduciaries for our clients. This alone doesn’t make us special. We think being a fiduciary is just the first step.
We take transparency to the next level. Open lines of communication, jargon-free dialogue, and cutting-edge technology give you total oversight over your money.
You deserve to be treated like a real person, not a dollar sign or commission.
Together, we will collaborate and build a game plan that puts you in charge of your financial future.
Frequently Asked Questions
Taylor Hoffman is proud to be a fee-only firm. This means we are compensated for investment management and financial planning advice, not via commissions for selling investment products or insurance. Our compensation comes in the form of an annual asset management fee based on the assets we manage for you, or an hourly fee for standalone financial planning services. The hourly fee for such services is $250 per hour, with a minimum fee of $1,000.
Our asset management fees are as follows:
- Up to $500,000 | 1.25% Annual Fee
- $500,001 – $20,000,000 | 1.00% Annual Fee
- Over $20,000,000 | Negotiable
Yes! As of Spring 2020 we are excited to offer tax preparation as an add-on service for wealth management clients. Offering in-house tax services is a natural extension of our mission to make clients’ financial lives as easy as possible.
The fee we charge for tax prep is as follows:
- Basic return (Federal 1040 and Virginia return only) | $250
- Rental property owners | starting at $500
- Business owners | starting at $750
Our clients’ accounts are held at Charles Schwab, one of the largest financial institutions in the world. We will open your account(s) at Charles Schwab, which we then manage on your behalf as your designated investment advisor.
We manage the following types of investment accounts:
- Individual brokerage
- Joint brokerage
- Traditional IRAs
- Roth IRAs
- SEP / SIMPLE IRAs
- Rollovers from employer plans like 401(k), 403(b), TSP, etc.
- Inherited IRAs
- Self-employed retirement accounts (Solo 401(k) and profit-sharing plans)
- 529 College America accounts (through American Funds)
- Custodial accounts (UTMAs)
- Donor Advised Funds