Austin Bryan
Advisor at HoganTaylor Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at HoganTaylor Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74114-7000
Credentials
CFP®, Series 65
Industry experience
11 years
Austin Bryan is a financial advisor at HoganTaylor Wealth in Tulsa, OK, holding CFP® and Series 65 credentials with 11 years of industry experience. He previously worked at Smith Capital Management and Sowell Management Services before joining HoganTaylor Wealth in 2019. HoganTaylor Wealth offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across around 360 client relationships, emphasizing customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual securities, and options when appropriate.
Based on HoganTaylor Wealth
Based on HoganTaylor Wealth
Fixed fees for financial planning services based on projected hours, negotiable
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.70% annually $3,000,001 - $10,000,000: 0.50% annually $10,000,001 - $15,000,000: 0.30% annually $15,000,001 - $25,000,000: 0.50% annually $25,000,001+: Negotiable
$300 to $400 per hour for financial planning services
Fee-only: Investment advisory fees based on tiered schedule as above; Financial planning fees: $300 to $400 per hour or fixed fees negotiable based on complexity; Retirement plan advisory fees up to 1.00% annually based on assets under management
2222 S. Utica Place Suite 200
Tulsa, OK 74114-7000
Arkansas · Oklahoma · Texas
HoganTaylor Wealth
2019 - Present (7 years)
Sowell Management Services
2019 - 2019 (1 year)
Smith Capital Management
2014 - 2019 (5 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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