Fielding Elseman
Sageoak Financial · Tulsa, Oklahoma
Fielding Elseman is a fee-only financial advisor at Sageoak Financial in Tulsa, Oklahoma. Sageoak Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sageoak Financial |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $174.8M across 690 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 8161624 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sageoakfinancial.com |
How Fielding's firm compares
- Sageoak Financial's average account is about $253,000, from its Form ADV (assets managed divided by 690 accounts).
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Questions about Fielding
Is Fielding Elseman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fielding holds no broker registration, and Sageoak Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Fielding charge for financial advice?
Fielding's firm, Sageoak Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Fielding Elseman based?
Fielding Elseman is based in Tulsa, Oklahoma.
Is Fielding Elseman registered with the SEC?
Yes. Fielding Elseman is registered as an investment adviser representative in OK and TX (CRD 8161624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sageoak Financial manage?
Sageoak Financial reports $174.8M across 690 accounts in assets under management.
How do I contact Fielding Elseman?
Through Fielding's website, www.sageoakfinancial.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
- 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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