Weston Cunningham
Hogantaylor Wealth · Oklahoma City, Oklahoma
Weston Cunningham is a fee-only financial advisor at Hogantaylor Wealth in Oklahoma City, 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 | Oklahoma City, 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 · CRD 7852919 |
| Exams passed | Series 65 (2023) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.hogantaylorwealth.com |
How Weston'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 Weston
Is Weston Cunningham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Weston 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 Weston charge for financial advice?
Weston's firm, Hogantaylor Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Weston Cunningham based?
Weston Cunningham is based in Oklahoma City, Oklahoma.
Is Weston Cunningham registered with the SEC?
Yes. Weston Cunningham is registered as an investment adviser representative in OK (CRD 7852919), 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 Weston Cunningham?
Through Weston'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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