Hogantaylor Wealth - Investment Advisers

About Hogantaylor Wealth

Hogantaylor Wealth is an investment adviser headquartered in Tulsa, Oklahoma, and is one of the investment advisers in Oklahoma in this directory. The firm's legal name is Disciplined Investments, LLC. It reports regulatory assets under management of $592.8 million and has 10 employees. The firm offers integrated wealth management for individuals, families, and business owners, covering topics such as investments, taxes, estate planning, insurance, and family finances. It also serves institutions, where it may act as a consultant or manager for investment funds, and it provides 401(k) plan services on a fiduciary basis. Corporate executives can receive help organizing their financial affairs, with quarterly meetings to set and review goals. The firm describes itself as an independent fiduciary that is paid by fees rather than commissions, and it states that it does not accept referral or soft-dollar arrangements. Within the broader directory of US investment advisers, it is listed as an investment adviser based in Oklahoma.

Key Facts

Assets Under Management

$592.8M

Employees

10

SEC File Number

801-71011