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Craig Canard

Hogantaylor Wealth
21 Years of Experience
Tulsa, OK
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Craig Canard is a registered investment advisor at Hogantaylor Wealth, based in Tulsa, OK, with 21 years of industry experience. Craig 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

2222 S. Utica Place Suite 200, Tulsa, OK, 74114-7000

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2017
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Craig works as an insurance agent selling insurance products since October 2024. This requires minimal time.

Employment History
Current Registrations
Hogantaylor Wealth
October 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
June 2017 - October 2024 · 7 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2017 - October 2024 · 7 yrs 4 mos
Bok Financial Advisors
March 2014 - July 2017 · 3 yrs 4 mos
Bok Financial Securities, INC.Broker
March 2014 - July 2017 · 3 yrs 4 mos
Morgan Stanley
October 2013 - March 2014 · 5 mos
Morgan StanleyBroker
September 2013 - March 2014 · 6 mos
TD Ameritrade, INC.
August 2008 - July 2009 · 11 mos
Amerivest Investment Management, LLC
August 2008 - July 2009 · 11 mos
TD Ameritrade, INC.Broker
August 2008 - July 2009 · 11 mos
Charles Schwab & CO., INC.
November 2003 - August 2008 · 4 yrs 9 mos
Charles Schwab & CO., INC.Broker
September 2003 - August 2008 · 4 yrs 11 mos
Fidelity Brokerage Services LLCBroker
March 2001 - September 2003 · 2 yrs 6 mos
American Express Financial Advisors INC.Broker
January 2000 - June 2000 · 5 mos
Ids Life Insurance CompanyBroker
January 2000 - June 2000 · 5 mos
State Registrations1 state
OK
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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