Joshua Herlan
Future U Financial · Tulsa, Oklahoma
Joshua Herlan is a fee-only financial advisor at Future U Financial in Tulsa, Oklahoma. Joshua charges hourly fees and an ongoing planning fee ($125 an hour) and focuses on retirement planning.
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Specialties
Facts
| Firm | Future U Financial |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model | Hourly · Ongoing planning fee |
| Fees (firm's website) | $125 an hour |
| Accepting new clients | Yes |
| Assets under management | $50.5M across 52 accounts |
| SEC registration | Investment adviser representative in LA, OK, TX · CRD 5422990 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | futureufinancial.com |
| Profile |
How Joshua's firm compares
- The hourly rate is $125, below the US median of $300 for fee-only firms that publish prices.
- Future U Financial's average account is about $970,000, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Joshua
Is Joshua Herlan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Future U Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua charges hourly fees and an ongoing planning fee.
How much does Joshua charge?
According to Future U Financial's website, checked October 30, 2026: $125 an hour.
Where is Joshua Herlan based?
Joshua Herlan is based in Tulsa, Oklahoma.
What does Joshua specialize in?
Joshua's specialties include retirement planning.
Is Joshua Herlan registered with the SEC?
Yes. Joshua Herlan is registered as an investment adviser representative in LA, OK and TX (CRD 5422990), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Future U Financial manage?
Future U Financial reports $50.5M across 52 accounts in assets under management.
How do I contact Joshua Herlan?
Through Joshua's website, futureufinancial.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
- Future U Financial 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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