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HOGANTAYLOR WEALTH

2222 S. Utica Place Suite 200
Tulsa, Oklahoma 74114-7000
Tel: 918.388.2690

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About HOGANTAYLOR WEALTH

HOGANTAYLOR WEALTH, formally registered with the SEC as HOGANTAYLOR WEALTH. The firm was established in 01/21/2010. They have over 3 offices throughout the country.

HOGANTAYLOR WEALTH is a Tulsa, Oklahoma based Financial Planning firm with nearly $434,377,670 assets under management, offering retirement planning & investment advisory services to 969 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#129696
SEC#801-71011
Assets Managed by Firm$434,377,670
No. of Clients969
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total969$434,377,670
Individuals (other than high net worth individuals)188$104,228,454
High net worth individuals104$327,074,829
Charitable organizationsFewer than 5 clients$2,898,854
Corporations or other businessesFewer than 5 clients$175,533

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CAPITAL ADVISORS, INC.
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EXENCIAL WEALTH ADVISORS
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