# Tyler Gray

> Tyler Gray is a fee-only financial advisor at SageOak Financial, LLC in Oklahoma City, Oklahoma, who holds the CFP and MBA credentials. Tyler 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.

Page: https://find.wellspent.co/advisors/tyler-gray/
Built from public directory listings; last checked April 21, 2026.

## 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 (firm):** $174.8M across 690 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Flat-fee planning
- **CRD:** 6163683 (https://adviserinfo.sec.gov/individual/summary/6163683)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://sageoakfinancial.com

## Frequently asked questions

### Is Tyler Gray a fee-only financial advisor?

Yes. Tyler Gray 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 Tyler's firm.

### How does Tyler charge for financial advice?

Tyler charges a flat fee or retainer, a percentage of assets, an ongoing planning fee and a one-time planning fee.

### Where is Tyler Gray based?

Tyler Gray is based in Oklahoma City, Oklahoma.

### What does Tyler specialize in?

Tyler's specialties include flat-fee planning.

### What credentials does Tyler Gray hold?

Tyler Gray holds the CFP and MBA credentials.

### Is Tyler Gray registered with the SEC?

Yes. Tyler Gray is registered as an investment adviser representative in OK and TX (CRD 6163683), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does SageOak Financial, LLC manage?

SageOak Financial, LLC reports $174.8M across 690 accounts in assets under management.

### How do I contact Tyler Gray?

Through Tyler's website, sageoakfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/tyler-gray-10795): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sageoakfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.