Kelly Payne
Step by Step Financial · Tulsa, Oklahoma
Kelly Payne is a fee-only financial advisor at Step by Step Financial in Tulsa, Oklahoma. Step by Step Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Step by Step Financial |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $62.9M across 234 accounts |
| SEC registration | Investment adviser representative in OK · CRD 8283972 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stepbystepfinancial.com |
How Kelly's firm compares
- Step by Step Financial's average account is about $269,000, from its Form ADV (assets managed divided by 234 accounts).
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Questions about Kelly
Is Kelly Payne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Step by Step Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly's firm, Step by Step Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kelly Payne based?
Kelly Payne is based in Tulsa, Oklahoma.
Is Kelly Payne registered with the SEC?
Yes. Kelly Payne is registered as an investment adviser representative in OK (CRD 8283972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Step by Step Financial manage?
Step by Step Financial reports $62.9M across 234 accounts in assets under management.
How do I contact Kelly Payne?
Through Kelly's website, www.stepbystepfinancial.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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