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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight
- Established Date
- 03-26-2025
- Office Locations
- 1
Office Locations
About Plagens & Taylor Wealth Management
Plagens & Taylor Wealth Management is an independent, strictly fee-only advisory firm that manages client portfolios with an annual percentage-of-assets fee and no commissions or transaction-based compensation. The team focuses on straightforward portfolio management using a diversified mix of equity mutual funds, common stocks, and high-grade bonds, with an emphasis on competitive performance and clear communication. Custody is through Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
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Services
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Owner & Executives
SPENCER JUDSON PLAGENS
Chief Compliance Officer, Managing Member
- CRD
- #5925791
- Ownership
- 50% but less than 75%
Rusty Joe Taylor
Managing Member
- CRD
- #7071684
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Flynn McNabb
--
- CRD
- #7830150
CHARLES DREHER ROBERTSON
--
- CRD
- #705261
Harbor glacier
Prime delta matrix
- CRD
- #28206
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,309,236 | $818,276 |
| Non-Discretionary | $0 | -- |
| Total | $318,309,236 | $818,276 |
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Separately Managed Accounts
Total SMA Asset: $318,309,236
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,149,042,875 | 31.4% |
| Cash | $1,587,827,857 | 23.2% |
| Equity - Exchange | $1,047,145,095 | 15.3% |
| Municipal Bonds | $1,218,247,235 | 17.8% |
| Corporate - Investment Grade | $841,822,528 | 12.3% |
| Total | $6,844,085,590 | 100.0% |