Advisor at Plagens & Taylor Wealth Management
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.
Firm
Plagens & Taylor Wealth Management
Location
San Angelo, TX 76903
Credentials
Series 65
Industry experience
1 year
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.70% Over $5,000,000+: Negotiated
Fee-only: Strictly fee-only investment advisory services, fees based on percentage of assets under management.
Plagens & Taylor Wealth Management
2025 - Present (1 year)
Dreher Investment Services
2024 - 2025 (1 year)
Dreher Investment Services
2023 - 2024 (1 year)
Anhauser Busch Standard Sales Company
2023 - 2023 (1 year)
San Angelo Country Club
2019 - 2023 (4 years)
San Angelo Independent School District
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
San Angelo, TX
Edward Jones
CFP®, Series 66
San Angelo, TX
Edward Jones
Series 66
San Angelo, TX
Edward Jones
Series 66
San Angelo, TX
Edward Jones
Series 63, Series 66
San Angelo, TX
Edward Jones
Series 65
San Angelo, TX
Plagens & Taylor Wealth Management
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