Katy Taylor is a registered investment advisor at Plagens & Taylor Wealth Management, based in San Angelo, TX, with 17 years of industry experience. Katy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 362 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable, especially for amounts over $5,000,000. Schedule shown is for individual accounts with >50% equity funds. Lower rates apply to blended and fixed income accounts.
Fee Estimator
Location
517 W. Twohig Avenue, San Angelo, TX, 76903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Katy is an independent consultant for Close to My Heart, creating paper crafts, dedicating about 10-20% of her time. She also receives affiliate income from nail and beauty products as an independent ambassador for Red Aspen, spending minimal time on this. Katy also works at Dreher Investment Services and Plagens & Taylor Wealth Management as an IAR and COO, spending about half her time at each.
Employment History
Current Registrations
Plagens & Taylor Wealth Management
Previous Registrations
Dreher Investment Services, INC.
State Registrations1 state
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