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Barry Logan

Hogantaylor Wealth
24 Years of Experience
Oklahoma City, OK
View SEC Summary
View SEC Summary

Barry Logan is a CFP-designated registered investment advisor at Hogantaylor Wealth, based in Oklahoma City, OK, with 24 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 385 clients with $590M in assets under management.

Hogantaylor Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
385 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$592.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $3.0M0.70%
$3.0M - $10.0M0.50%
$10.0M - $15.0M0.30%
$15.0M - $25.0M0.50%
$25M+0.50%

Fees are negotiable at the sole discretion of the firm. Accounts between $15M and $25M are charged a flat 0.50% fee. Amounts over $25M are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1225 N. Broadway, Suite 200, Oklahoma City, OK, 73103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hogantaylor Wealth
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Asset Management Solutions, LLC DBA Asset Planning Solutions
December 2002 - October 2017 · 14 yrs 10 mos
Partners in Financial Planning, INC.
August 2002 - December 2002 · 4 mos
Cambridge Investment Reserarch, INC.
July 2002 - September 2002 · 2 mos
Ffp Advisory Services INC
June 2002 - July 2002 · 1 mo
State Registrations2 states
OKTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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