Taylor Pankratz
Uptick Partners · Nacogdoches, Texas
Taylor Pankratz is a fee-only financial advisor at Uptick Partners in Nacogdoches, Texas, who holds the CFP credential. Uptick Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Taylor →
Facts
| Firm | Uptick Partners |
|---|---|
| Based in | Nacogdoches, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 3,886 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6508529 |
| Exams passed | Series 66 (2016) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.holisticplanning.com |
How Taylor's firm compares
- Uptick Partners's average account is about $274,000, from its Form ADV (assets managed divided by 3,886 accounts).
Request an introduction to Taylor
Tell Taylor a little about what you're looking for. Taylor isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Taylor
Is Taylor Pankratz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Uptick Partners 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, Uptick Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Taylor Pankratz based?
Taylor Pankratz is based in Nacogdoches, Texas.
What credentials does Taylor Pankratz hold?
Taylor Pankratz holds the CFP credential.
Is Taylor Pankratz registered with the SEC?
Yes. Taylor Pankratz is registered as an investment adviser representative in KS, MO and TX (CRD 6508529), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uptick Partners manage?
Uptick Partners reports $1.06B across 3,886 accounts in assets under management.
How do I contact Taylor Pankratz?
Through Taylor's website, www.holisticplanning.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.
See something wrong? Request a correction. Read our methodology.