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Plagens & Taylor Wealth Management
PLAGENS & TAYLOR WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN ANGELO, TX, registered since 2025. The firm manages approximately $318...
Overview
PLAGENS & TAYLOR WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN ANGELO, TX, registered since 2025. The firm manages approximately $318 million in assets. It employs 6 staff and 5 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
San Angelo
Corporate office
Dallas, TX, United States
Principals
David Plagens
Co-Founder & Managing Director
Scott Taylor
Co-Founder & Managing Director
Sector focus
Frequently asked questions
What services does Plagens & Taylor Wealth Management offer?
The firm provides financial planning, investment management, and legacy-planning services to high-net-worth families. It structures portfolios across equities, fixed income, and alternatives as needed.
Does Plagens & Taylor disclose its AUM or client base?
No, the firm does not publicly disclose AUM or client count. Its strategy and scale remain largely private, which is common among independent RIAs serving high-net-worth families.
What is the firm's posture on transparency compared to larger wealth managers?
Plagens & Taylor does not publish extensive public information about investments, fees, or portfolio holdings. This limited disclosure is typical for boutique RIAs focused on personalized service.
How does Plagens & Taylor differentiate from larger wirehouse advisors?
As an independent RIA, the firm avoids sales quotas and proprietary product pressure common in wirehouses. This allows client-first portfolio design without conflicts (per the firm's positioning).
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