# Mathew Bacon

> Mathew Bacon is a fee-only financial advisor at Hogantaylor Wealth in Tulsa, Oklahoma. Hogantaylor Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mathew-bacon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Hogantaylor Wealth
- **Based in:** Tulsa, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $592.8M across 1,294 accounts
- **CRD:** 2905491 (https://adviserinfo.sec.gov/individual/summary/2905491)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 63 (1997), Series 66 (2000)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.hogantaylorwealth.com

## Frequently asked questions

### Is Mathew Bacon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mathew 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 Mathew charge for financial advice?

Mathew's firm, Hogantaylor Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mathew Bacon based?

Mathew Bacon is based in Tulsa, Oklahoma.

### Is Mathew Bacon registered with the SEC?

Yes. Mathew Bacon is registered as an investment adviser representative in OK and TX (CRD 2905491), 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 Mathew Bacon?

Through Mathew's website, www.hogantaylorwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2905491): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.