Steve Ellis
SageOak Financial, LLC · Oklahoma City, Oklahoma
Steve Ellis is a fee-only financial advisor at SageOak Financial, LLC in Oklahoma City, Oklahoma, who holds the CFP credential. Steve charges a flat fee or retainer, a percentage of assets, an ongoing planning fee and a one-time planning fee and focuses on flat-fee planning.
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Specialties
Facts
| Firm | SageOak Financial, LLC |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee · One-time planning fee |
| Assets under management | $174.8M across 690 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 1574466 |
| Exams passed | Series 65 (1994) · Series 63 (1994) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | sageoakfinancial.com |
| Profile |
How Steve's firm compares
- SageOak Financial, LLC's average account is about $253,000, from its Form ADV (assets managed divided by 690 accounts).
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Questions about Steve
Is Steve Ellis a fee-only financial advisor?
Yes. Steve Ellis 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 Steve's firm.
How does Steve charge for financial advice?
Steve charges a flat fee or retainer, a percentage of assets, an ongoing planning fee and a one-time planning fee.
Where is Steve Ellis based?
Steve Ellis is based in Oklahoma City, Oklahoma.
What does Steve specialize in?
Steve's specialties include flat-fee planning.
What credentials does Steve Ellis hold?
Steve Ellis holds the CFP credential.
Is Steve Ellis registered with the SEC?
Yes. Steve Ellis is registered as an investment adviser representative in OK and TX (CRD 1574466), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does SageOak Financial, LLC manage?
SageOak Financial, LLC reports $174.8M across 690 accounts in assets under management.
How do I contact Steve Ellis?
Through Steve's website, sageoakfinancial.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
- SageOak Financial, 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.
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