Craig Canard
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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 361 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees may be negotiable for accounts over $25,000,000. The total blended fee, including HoganTaylor Wealth’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
2222 S. Utica Place Suite 200, Tulsa, OK, 74114-7000
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2017Other 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
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.