HoganTaylor Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$580,138,354
Clients
379
Advisors
6
across 2 offices
About
HoganTaylor Wealth provides wealth management and investment advisory services to individuals (including high net worth clients), trusts, estates, businesses, retirement plans, and charitable organizations. Its offerings include discretionary and non-discretionary portfolio management, financial planning, and 3(21) retirement plan advisory services.
The firm constructs customized portfolios that typically use low-cost mutual funds and ETFs as core holdings and applies both fundamental and technical analysis with a generally long-term orientation. HTW may also use individual securities, bonds and options contracts as part of client portfolios and discloses the use of derivatives in separately managed accounts, and it can allocate assets to unaffiliated independent managers when appropriate.
HTW is majority owned by HoganTaylor LLP, an accounting firm, and the brochure describes routine coordination and referrals to affiliated accounting and tax specialists while noting clients are not required to use those services. The firm operates as a small team managing several hundred client relationships and roughly $593 million in assets, and it documents additional operational features such as retirement-plan fiduciary services and technology-supported client communications (including SMS notifications).
Client services
Expertise
Fee options
Fixed fees for financial planning services based on projected hours, negotiable
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001 - $10,000,000: 0.50% annually $10,000,001 - $15,000,000: 0.30% annually $15,000,001 - $25,000,000: 0.50% annually $25,000,001+: Negotiable
$300 to $400 per hour for financial planning services
Fee-only: Investment advisory fees based on tiered schedule as above; Financial planning fees: $300 to $400 per hour or fixed fees negotiable based on complexity; Retirement plan advisory fees up to 1.00% annually based on assets under management
Main office
See office2222 S. Utica Place Suite 200
Tulsa OK 74114-7000
Advisors at this office
5
Offices (2)
Most active in
Arkansas · California · Louisiana · Missouri · New Hampshire · Oklahoma · Tennessee · Texas
Also doing business as
Disciplined Investments, LLC · Hogantaylor Wealth · Ht Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Weston C
Series 65
Tulsa, OK
HoganTaylor Wealth
Weston Cunningham is a financial advisor at HoganTaylor Wealth in Tulsa, OK, holding a Series 65 designation with two years of industry experience. He joined HoganTaylor Wealth in 2023 after spending nine years as a student. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and options when appropriate.
Brandon B
CFP®, Series 65
Tulsa, OK
HoganTaylor Wealth
Brandon Biles is a CFP® with seven years of industry experience, currently serving as an advisor at HoganTaylor Wealth since 2017. His prior experience includes roles at Northwestern Mutual and OSU Cowboy Golf, LLC. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across 360 client relationships and emphasizes customized, long-term portfolios using low-cost mutual funds, ETFs, and other investment vehicles.
Craig C
Series 63, Series 66
Tulsa, OK
HoganTaylor Wealth
Craig Canard is a financial advisor at HoganTaylor Wealth with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC and BOK Financial Securities, Inc. In addition to his advisory role, he is also licensed as an insurance agent, engaging in insurance product sales. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, along with individual securities and options, and is majority-owned by the accounting firm HoganTaylor LLP.
Mathew B
Series 63, Series 66
Tulsa, OK
HoganTaylor Wealth
Mathew Bacon is a financial advisor with HoganTaylor Wealth in Tulsa, OK, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with HoganTaylor Wealth since 2009. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, offering customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with options for individual stocks, bonds, and options contracts.
Austin B
CFP®, Series 65
Tulsa, OK
HoganTaylor Wealth
Austin Bryan is a CFP® and holds a Series 65 license with 12 years of experience in the financial services industry. He has worked at HoganTaylor Wealth since 2019 and previously was with Sowell Management Services and Smith Capital Management. HoganTaylor Wealth serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations with wealth management and investment advisory services. The firm builds customized portfolios using low-cost mutual funds and ETFs alongside fundamental and technical analysis, managing several hundred client relationships and approximately $593 million in assets.
Barry L
CFP®, Series 63, Series 65
Oklahoma City, OK
HoganTaylor Wealth
Barry Logan is a CFP® professional with 23 years of industry experience. He has worked at HoganTaylor Wealth since 2017 and previously spent 15 years at Asset Management Solutions LLC dba Asset Planning Solutions. He holds Series 63 and Series 65 licenses. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual securities, and options contracts.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)