Mathew Bacon
Hogantaylor Wealth · Tulsa, Oklahoma
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.
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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 |
| SEC registration | Investment adviser representative in OK, TX · CRD 2905491 |
| Exams passed | Series 63 (1997) · Series 66 (2000) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.hogantaylorwealth.com |
How Mathew'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 Mathew
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.
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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