Lisa Allem
Scissortail Wealth Management · Tulsa, Oklahoma
Lisa Allem 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.
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Facts
| Firm | Scissortail 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 · CRD 8236945 |
| Exams passed | Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.scissortailwealth.com |
How Lisa's firm compares
- Scissortail Wealth Management's average account is about $221,000, from its Form ADV (assets managed divided by 2,566 accounts).
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Questions about Lisa
Is Lisa Allem a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa's firm, Scissortail Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lisa Allem based?
Lisa Allem is based in Tulsa, Oklahoma.
Is Lisa Allem registered with the SEC?
Yes. Lisa Allem is registered as an investment adviser representative in OK (CRD 8236945), 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 Lisa Allem?
Through Lisa'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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