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Advisor

Kevin Criss

Scissortail Wealth Management · Tulsa, Oklahoma

Kevin Criss is a fee-only financial advisor at Scissortail Wealth Management in Tulsa, Oklahoma. Scissortail Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmScissortail Wealth Management
Based in Tulsa, Oklahoma
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$568.2M across 2,566 accounts
SEC registration Investment adviser representative in OK, TX · CRD 7363938
Exams passedSeries 65 (2020)
Firm size13 employees
Disclosures None reported
Websitewww.scissortailwealth.com
LinkedInProfile

How Kevin's firm compares

  • Scissortail Wealth Management's average account is about $221,000, from its Form ADV (assets managed divided by 2,566 accounts).

What fee-only advisors charge

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Questions about Kevin

Is Kevin Criss a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Scissortail Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Kevin charge for financial advice?

Kevin's firm, Scissortail Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Kevin Criss based?

Kevin Criss is based in Tulsa, Oklahoma.

Is Kevin Criss registered with the SEC?

Yes. Kevin Criss is registered as an investment adviser representative in OK and TX (CRD 7363938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Scissortail Wealth Management manage?

Scissortail Wealth Management reports $568.2M across 2,566 accounts in assets under management.

How do I contact Kevin Criss?

Through Kevin's website, www.scissortailwealth.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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