Brandon Biles
Hogantaylor Wealth · Tulsa, Oklahoma
Brandon Biles is a fee-only financial advisor at Hogantaylor Wealth in Tulsa, Oklahoma, who holds the CFP credential. Hogantaylor Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hogantaylor Wealth |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $592.8M across 1,294 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 6800602 |
| Exams passed | Series 65 (2018) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.hogantaylorwealth.com |
How Brandon's firm compares
- Hogantaylor Wealth's average account is about $458,000, from its Form ADV (assets managed divided by 1,294 accounts).
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Questions about Brandon
Is Brandon Biles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Hogantaylor Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Hogantaylor Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Biles based?
Brandon Biles is based in Tulsa, Oklahoma.
What credentials does Brandon Biles hold?
Brandon Biles holds the CFP credential.
Is Brandon Biles registered with the SEC?
Yes. Brandon Biles is registered as an investment adviser representative in OK and TX (CRD 6800602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hogantaylor Wealth manage?
Hogantaylor Wealth reports $592.8M across 1,294 accounts in assets under management.
How do I contact Brandon Biles?
Through Brandon's website, www.hogantaylorwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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