Plagens & Taylor Wealth Management

RIASEC Registered
Total AUM
$318M
Discretionary
$318M
100% of AUM
Avg account
$818K
Accounts
389
Employees
6
Advisory reps
5

Firm details

Headquarters
San Angelo, Texas
CRD number
335178
Registered since
March 26, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI74.75%
  • Individuals11.94%
  • Other11.62%
  • Corporations / Businesses1.43%
  • Charitable Organizations0.25%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Plagens & Taylor Wealth Management is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm provides discretionary portfolio management for individuals, small businesses, and institutions, and offers pension-consulting services. Its business model is fee-based on a percentage of assets under management rather than commissions. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Cash & Cash Equivalents 19%, Exchange Traded Equities 12%, State & Local Bonds 9%, Investment Grade Corp Bonds 8%52%
  • Public Funds/Mutual Funds52%
  • Cash & Cash Equivalents19%
  • Exchange Traded Equities12%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds8%

Owners & executives

3 of 3
  • Rusty Taylor

    Rusty Taylor

    CFOCRD 7071684

  • Charles Robertson

    Charles Robertson

    President, CEOCRD 705261

  • Spencer Plagens

    Spencer Plagens

    CEO & CCOCRD 5925791

Contacts

2 of 2
  • Katy Taylor

    Katy Taylor

    Investment Adviser RepresentativeCRD 5580541

  • Flynn McNabb

    Flynn McNabb

    Investment Adviser RepresentativeCRD 7830150

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Angelo, TX

Tom Green

Location

San Angelo, TX

Headquartered in San Angelo, TX, in the South of the United States.

Region
South
County
Tom Green
Address
517 W Twohig Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Outlier Financial Partners, LLC

RIA

San Angelo, TX

AUM $24.6MTEAM 3REPS 3

Beta Financial Advisors

RIA

San Angelo, TX

AUM —TEAM 1REPS 1

Thieman Investment & Retirement Services, LLC

RIA

San Angelo, TX

AUM —TEAM 1REPS 2

Openair Financial, LLC

RIA

Southlake, TX

AUM $318MTEAM 7REPS 7

AWM Financial Services Inc.

RIA

The Woodlands, TX

AUM $321MTEAM 19REPS 7

Meros Investment Management, LP

RIA

Dallas, TX

AUM $321MTEAM 10REPS 5
More RIAs in San Angelo →All Texas RIAs →