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Plagens & Taylor Wealth Management

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Total assets under management

$318,309,236

Total clients

350

36% high-net worth

Total advisors

5

of 6 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

70

Average account size

$909,455

About

Plagens & Taylor Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only, percentage-of-assets basis, does not impose account minimums, and offers employer-sponsored plan services including acting as a Section 3(21) and/or 3(38) fiduciary.

The firm implements customized allocation models primarily using no-load or low-load mutual funds and ETFs, with global diversification and limited individual-stock exposure; fixed-income allocations use conservative bond funds or investment‑grade bonds and covered-call programs are available for more sophisticated accounts. Investment decisions draw on a mix of fundamental, technical (charting), and cyclical analysis, are managed on a discretionary basis, and clients receive quarterly performance reporting.

Founded in 2024, the five-advisor team reported roughly $318 million in discretionary assets across about 350 client accounts, reflecting a relatively high client-to-advisor ratio for a new small team and the possibility of materially different account-level fee arrangements because investment adviser representatives may negotiate fees. The firm also enforces pre-approval of employee personal trading, utilizes its custodian’s load‑waived trading capability to minimize fund commission costs, and does not participate in wrap-fee or performance-based fee programs.

Client services

Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management

Fee options

Percentage

$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% $5,000,001+: Negotiated

Other

Fee-only: Fee-only investment advisory services calculated based on a percentage of assets under management.

Main office location

Plagens & Taylor Wealth Management

517 W. Twohig Avenue

San Angelo TX 76903, United States

Number of offices

1

Most active in

Texas

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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