Taylor Kovar
Advisor at 11 Financial
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 11 Financial
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
Lufkin, TX 75901
Credentials
CFP®, Series 66
Industry experience
12 years
Taylor Kovar is a CFP® with 12 years of industry experience, currently serving as an advisor at 11 Financial since 2015. He previously worked at Envoy Advisory Inc. from 2022 to 2024. Outside of advising, Kovar is involved in several business ventures including real estate development, digital marketing, outdoors apparel, frozen treats, and coffee shops. He also serves as an adjunct professor at Stephen F. Austin State University during select spring semesters. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, offering tailored investment strategies that include both long-term allocations and more active trading approaches.
Financial planning fixed fees range from $50 to $5,000 depending on scope and complexity, charged in advance.
$0 - $999,999: 2.00% $1,000,000 - $2,499,999: 1.75% $2,500,000 - $4,999,999: 1.50% $5,000,000 - $7,499,999: 1.25% $7,500,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%
$250 per hour for financial planning or advice for non-clients, billed monthly.
Fee-only: Portfolio management fees based on tiered AUM schedule; Financial planning charged hourly or fixed fees; No commissions.
504 S First St.
Lufkin, TX 75901
Alabama · Florida · Louisiana · Texas · Virginia
Envoy Advisory Inc.
2022 - 2024 (2 years)
11 Financial
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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