Hogantaylor Wealth fees and pricing

Financial planner in Tulsa, Oklahoma. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 18, 2026, Hogantaylor Wealth charges $300⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$400/hr; “Hourly fees range from $300 to $400 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly, in arrears or advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fixed fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its hourly rate of $300-$400 is above the Oklahoma median of $250. 80% of the 41 other Oklahoma planners that publish an hourly rate charge less.
14 of the 19 other planners in Tulsa that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 379
Employees: 10
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $592,795,599
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 129696
Website: hogantaylorwealth.com (opens in new tab)
Phone: (918) 388-2690

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.