Taylor Kovar
11 Financial · Lufkin, Texas
Taylor Kovar is a fee-only financial advisor at 11 Financial in Lufkin, Texas, who holds the CFP credential. Taylor focuses on founders (pre-exit), small business owners and tax planning. 11 Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | 11 Financial |
|---|---|
| Based in | Lufkin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $36.8M across 232 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, CA, FL, LA, TX, VA · CRD 6112979 |
| Exams passed | Series 66 (2012) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | choose11.com |
| Profile |
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Questions about Taylor
Is Taylor Kovar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and 11 Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Taylor charge for financial advice?
Taylor's firm, 11 Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Taylor Kovar based?
Taylor Kovar is based in Lufkin, Texas.
What does Taylor specialize in?
Taylor's specialties include founders (pre-exit), small business owners, tax planning, estate & legacy planning and sustainable & impact investing. Taylor works with founders.
What credentials does Taylor Kovar hold?
Taylor Kovar holds the CFP credential.
Is Taylor Kovar registered with the SEC?
Yes. Taylor Kovar is registered as an investment adviser representative in AL, CA, FL, LA, TX and VA (CRD 6112979), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 11 Financial manage?
11 Financial reports $36.8M across 232 accounts in assets under management.
How do I contact Taylor Kovar?
Through Taylor's website, choose11.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
- 11 Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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