Tyler Gray
SageOak Financial, LLC · Oklahoma City, Oklahoma
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.
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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 · MBA |
| SEC registration | Investment adviser representative in OK, TX · CRD 6163683 |
| Exams passed | Series 65 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sageoakfinancial.com |
| Profile |
How Tyler'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 Tyler
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.
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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