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Advisor

Scott Logan

HoganTaylor Wealth · Oklahoma City, Oklahoma

Scott Logan is a fee-only financial advisor at HoganTaylor Wealth in Oklahoma City, Oklahoma, who holds the CFP credential. Scott focuses on estate & legacy planning, tax planning and small business owners. HoganTaylor Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Specialties

Who they serve

  • Executives
  • Founders

Facts

FirmHoganTaylor Wealth
Based in Oklahoma City, Oklahoma
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$592.8M across 1,294 accounts
CredentialsCFP
Firm size10 employees
Websitehogantaylor.com/services/disciplined-investments/individuals
LinkedInProfile

How Scott's firm compares

  • HoganTaylor Wealth's average account is about $458,000, from its Form ADV (assets managed divided by 1,294 accounts).

What fee-only advisors charge

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Questions about Scott

Is Scott Logan a fee-only financial advisor?

Yes. Scott Logan is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Scott charge for financial advice?

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

Where is Scott Logan based?

Scott Logan is based in Oklahoma City, Oklahoma.

What does Scott specialize in?

Scott's specialties include estate & legacy planning, tax planning, small business owners and retirement planning. Scott works with executives and founders.

What credentials does Scott Logan hold?

Scott Logan holds the CFP credential.

How much does HoganTaylor Wealth manage?

HoganTaylor Wealth reports $592.8M across 1,294 accounts in assets under management.

How do I contact Scott Logan?

Through Scott's website, hogantaylor.com/services/disciplined-investments/individuals.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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