HOGANTAYLOR WEALTH
SEC RegisteredDisciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals.
About the firm
HoganTaylor Wealth offers integrated wealth management strategies for individuals, families, and business owners. The firm serves clients as an independent fiduciary through holistic financial planning, operating on a fee-only basis without commission, referral, or soft-dollar arrangements.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, outsourced family office, financial planning and consulting, endowment and foundation investment consulting, 401(k) and defined contribution plan services, and executive planning.
Who they serve
Individuals, families, business owners, corporate executives, endowments, foundations, and institutions with 401(k) and defined contribution plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 215 | $95M |
| High Net Worth Individuals | 164 | $485M |
| Charitable Organizations | 6 | $9.3M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.80% |
| Next $2,000,000 | 0.70% |
| Next $7,000,000 | 0.50% |
| Next $5,000,000 | 0.30% |
| $15,000,001 to $25,000,000 | 0.50% |
| $25,000,001 and up | 0.00% |
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HOGANTAYLOR WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.