Daniel Beutel
Council Oak Wealth Advisors · Tulsa, Oklahoma
Daniel Beutel is a fee-only financial advisor at Council Oak Wealth Advisors in Tulsa, Oklahoma, who holds the CFP credential. Daniel 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 6949326 |
| Exams passed | Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | counciloakwealth.com |
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Questions about Daniel
Is Daniel Beutel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, Council Oak Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Beutel based?
Daniel Beutel is based in Tulsa, Oklahoma.
What does Daniel specialize in?
Daniel's specialties include retirement planning, estate & legacy planning, equity compensation and small business owners. Daniel works with founders, retirees and executives.
What credentials does Daniel Beutel hold?
Daniel Beutel holds the CFP credential.
Is Daniel Beutel registered with the SEC?
Yes. Daniel Beutel is registered as an investment adviser representative in OK and TX (CRD 6949326), 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 Daniel Beutel?
Through Daniel'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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