Alexandra Day
Council Oak Wealth Advisors · Tulsa, Oklahoma
Alexandra Day is a fee-only financial advisor at Council Oak Wealth Advisors in Tulsa, Oklahoma. Alexandra focuses on retirement planning, estate & legacy planning and equity compensation. Council Oak Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Executives
Facts
| Firm | Council Oak Wealth Advisors |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $529.4M across 1,115 accounts |
| SEC registration | Investment adviser representative in OK · CRD 8157938 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | counciloakwealth.com |
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Questions about Alexandra
Is Alexandra Day a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and Council Oak Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexandra charge for financial advice?
Alexandra's firm, Council Oak Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexandra Day based?
Alexandra Day is based in Tulsa, Oklahoma.
What does Alexandra specialize in?
Alexandra's specialties include retirement planning, estate & legacy planning, equity compensation and small business owners. Alexandra works with founders, retirees and executives.
Is Alexandra Day registered with the SEC?
Yes. Alexandra Day is registered as an investment adviser representative in OK (CRD 8157938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Council Oak Wealth Advisors manage?
Council Oak Wealth Advisors reports $529.4M across 1,115 accounts in assets under management.
How do I contact Alexandra Day?
Through Alexandra's website, counciloakwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Council Oak Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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