Jonathan Pixley
Realm Financial Planning, LLC · Tulsa, Oklahoma
Jonathan Pixley is a fee-only financial advisor at Realm Financial Planning, LLC in Tulsa, Oklahoma, who holds the CFP credential. Jonathan charges a one-time planning fee, an ongoing planning fee and a percentage of assets (ongoing planning from $3,000 a year and one-time plans from $2,500) and focuses on small business owners, tax planning and estate & legacy planning.
Request an introduction to Jonathan →
Specialties
Who they serve
- Founders
- Early-career professionals
- Divorced individuals
- Pre-retirees
Facts
| Firm | Realm Financial Planning, LLC |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model | One-time planning fee · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $3,000 a year · One-time plans from $2,500 · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $194K across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK · CRD 7371111 |
| Exams passed | Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | realmfinancialplanning.com |
| Profile |
How Jonathan's firm compares
- Ongoing planning starts at $3,000 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, above the US median of $2,000 for fee-only firms that publish prices.
- Realm Financial Planning, LLC's average account is about $32,000, from its Form ADV (assets managed divided by 6 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Pixley a fee-only financial advisor?
Yes. Jonathan Pixley is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.
How does Jonathan charge for financial advice?
Jonathan charges a one-time planning fee, an ongoing planning fee and a percentage of assets.
How much does Jonathan charge?
According to Realm Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $2,500; no asset minimum.
Where is Jonathan Pixley based?
Jonathan Pixley is based in Tulsa, Oklahoma.
What does Jonathan specialize in?
Jonathan's specialties include small business owners, tax planning, estate & legacy planning and retirement planning. Jonathan works with founders, early-career professionals, divorced individuals and pre-retirees.
What credentials does Jonathan Pixley hold?
Jonathan Pixley holds the CFP credential.
Is Jonathan Pixley registered with the SEC?
Yes. Jonathan Pixley is registered as an investment adviser representative in OK (CRD 7371111), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Realm Financial Planning, LLC manage?
Realm Financial Planning, LLC reports $194K across 6 accounts in assets under management.
How do I contact Jonathan Pixley?
Through Jonathan's website, realmfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Realm Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.