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Taylor Kovar

Advisor at 11 Financial

Updated today

Location

Lufkin, TX 75901

Credentials

CFP®, Series 66

Industry experience

12 years

About

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.

Client services

Based on 11 Financial

Portfolio management Selection of other advisers

Expertise

Based on 11 Financial

Options & derivatives strategies Annuities

Occupation focus

Based on 11 Financial

Doctor or Medical Professional

Demographic focus

Based on 11 Financial

Values-based investing

Fee options

Fixed

Financial planning fixed fees range from $50 to $5,000 depending on scope and complexity, charged in advance.

Percentage

$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%

Project-based

$250 per hour for financial planning or advice for non-clients, billed monthly.

Other

Fee-only: Portfolio management fees based on tiered AUM schedule; Financial planning charged hourly or fixed fees; No commissions.

Location

504 S First St.

Lufkin, TX 75901

Most active in

Alabama · Florida · Louisiana · Texas · Virginia

Work history

Envoy Advisory Inc.

2022 - 2024 (2 years)

11 Financial

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Deborah C

CFA®

Lufkin, TX

Akros Investments, Inc.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive Self-Employed Attorney Financial Professional Women Professionals
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Claudia V

Series 65

Lufkin, TX

11 Financial

Claudia Valladares is a financial advisor at 11 Financial in Lufkin, TX, holding a Series 65 designation with seven years of industry experience. She has worked at 11 Financial since 2018 and was previously with Envoy Advisory Inc. and Commercial Bank of Texas. 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 uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client goals and risk tolerance.

Options & derivatives strategies Annuities Doctor or Medical Professional Values-based investing
user avatar

Joseph C

Series 63, Series 65

Lufkin, TX

11 Financial

Joseph Ceasar is a financial advisor with 15 years of industry experience, currently serving at 11 Financial as part of a six-advisor team. He holds Series 63 and Series 65 licenses and has previously worked at Kovar Wealth Management, Semita Asset Management, and Investors of the Kingdom LLC. Ceasar is also the president of the board of directors for the Legacy Institute for Financial Education, a nonprofit organization. 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 employs a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored investment strategies that include both long-term allocations and active trading approaches.

Options & derivatives strategies Annuities Doctor or Medical Professional Values-based investing
user avatar

Ashlyn R

Series 63, Series 65

Lufkin, TX

Commonwealth Financial Network

Ashlyn Reece is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and The Advanced Financial Group. Outside of advisory work, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Alexis P

Series 66

Diboll, TX

Sanctuary Advisors, LLC

Alexis Pigg is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Alexis serves as President of the Junior League of Lufkin, overseeing the organization's board and community service projects. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes an integrated affiliate structure with multiple affiliated entities and strategic partnerships.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Roy A

Series 63, Series 65

Diboll, TX

Sanctuary Advisors, LLC

Roy Alvis, Jr. Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include extensive tenures at Merrill and Bank of America. He serves as the administrator for the estate of his mother-in-law, Betty Sexton Brown. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plans. The firm offers customized investment programs through various account structures and supports a broad network of independent advisors and affiliated broker-dealers.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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