Hogantaylor Wealth

Hogantaylor Wealth (CRD# 129696) is a financial advisory firm headquartered in Tulsa, OK. They manage $434,377,670 in 969 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000
https://www.linkedin.com/company/hogantaylor-wealth/
By the Numbers
  • Total Assets Under Management
    434
    MILLION
  • Total Number of Accounts
    969
    ACCOUNTS
  • Average Account Value
    $448,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, LA, NH, OK, TX

Financial Advisors at Hogantaylor Wealth
Showing 1 - 10 of 10 top financial advisors.
1
Mathew Bacon, financial advisor Tulsa OK
Mathew R. Bacon
CRD#: 2905491
2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000

Mathew Bacon (CRD# 2905491) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has over 26 years of experience in the finance industry.

2
Brandon Biles, financial advisor Tulsa OK
Brandon R. Biles
CRD#: 6800602
2222 S. Utica Place Suite 200, Tulsa, OK 74114

Brandon Biles (CRD# 6800602) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has over 6 years of experience in the finance industry.

3
Austin Bryan, financial advisor Fayetteville AR
Austin B. Bryan
CRD#: 6377623
688 East Millsap Rd, Suite 203, Fayetteville, AR 72703

Austin Bryan (CRD# 6377623) is an Investment Advisor Representative working at Hogantaylor Wealth in Fayetteville, AR and has over 9 years of experience in the finance industry.

4
Erma Felber, financial advisor Tulsa OK
Erma D. Felber
CRD#: 4604441
2200 S. Utica Place, Suite 400, Tulsa, OK 74114

Erma Felber (CRD# 4604441) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has over 24 years of experience in the finance industry.

5
Barry Logan, financial advisor Oklahoma City OK
Barry S. Logan
CRD#: 2747479
11600 Broadway Extension #300, Oklahoma City, OK 73114

Barry Logan (CRD# 2747479) is an Investment Advisor Representative working at Hogantaylor Wealth in Oklahoma City, OK and has over 27 years of experience in the finance industry.

6
James Milligan, financial advisor Tulsa OK
James P. Milligan
CRD#: 2658595
2200 S. Utica Place, Suite 400, Tulsa, OK 74114

James Milligan (CRD# 2658595) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has over 28 years of experience in the finance industry.

7
Michael Moore, financial advisor Tulsa OK
Michael R. Moore
CRD#: 2660068
2200 S. Utica Pl. Suite 400, Tulsa, OK 74114

Michael Moore (CRD# 2660068) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has over 28 years of experience in the finance industry.

8
Jon Otto, financial advisor Tulsa OK
Jon A. Otto
CRD#: 4727909
2200 S. Utica Pl. Suite 400, Tulsa, OK 74114

Jon Otto (CRD# 4727909) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has over 22 years of experience in the finance industry.

9
Weston Cunningham, financial advisor Tulsa OK
Weston J. Cunningham
CRD#: 7852919
2222 S. Utica Place Suite 200, Tulsa, OK 74114

Weston Cunningham (CRD# 7852919) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has 1 year of experience in the finance industry.

10
Phuong Uyen Tran, financial advisor Tulsa OK
Phuong Uyen H. Tran
CRD#: 7054469
2222 S. Utica Place Suite 200, Tulsa, OK 74114

Phuong Uyen Tran (CRD# 7054469) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals