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Tavarus Hogans

Investment adviser representative at Core Planning
15 yearsExperience
2 statesRegistered in
$525MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Core Planning LLCMar 2025 to now
  2. True Seven LifeAug 2019 to Mar 2025
  3. Pernod RicardJan 2011 to Aug 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, MO).

Core Planning

Legal name: Core Planning, LLC

$525MAssets managed
867Clients
59Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8069779
Firm CRD
154660
Advisor's SEC record (opens in a new tab)
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