# Financial advisors for executives in Oklahoma > For executives in Oklahoma, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Christi Powell of Perissos Private Wealth Management, McCrary Lowe of Gibraltar Capital Management and James Diacon of Council Oak Wealth Advisors. Page: https://find.wellspent.co/audiences/executives/oklahoma/ 32 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Oklahoma? For executives in Oklahoma, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Christi Powell of Perissos Private Wealth Management, McCrary Lowe of Gibraltar Capital Management and James Diacon of Council Oak Wealth Advisors. - [Christi Powell](https://find.wellspent.co/advisors/christi-powell/), Perissos Private Wealth Management, Bethany. Holds the CFP. Fees on file: percentage of assets. - [McCrary Lowe](https://find.wellspent.co/advisors/mccrary-lowe/), Gibraltar Capital Management, Tulsa. Holds the CFA. Fees on file: percentage of assets, hourly. - [James Diacon](https://find.wellspent.co/advisors/james-diacon/), Council Oak Wealth Advisors, Tulsa. Holds the CFP. Fees on file: percentage of assets, hourly. - [Amy Hubble](https://find.wellspent.co/advisors/amy-hubble/), Radix Financial, Norman. Holds the CFA. Fees on file: percentage of assets, fixed fees. - [Keith Van Dyke](https://find.wellspent.co/advisors/keith-van-dyke/), Trinity Strategic Wealth, Tulsa. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Donald Windle](https://find.wellspent.co/advisors/donald-windle/), Windle Wealth, Oklahoma City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Oklahoma work with executives? The Wellspent public graph lists 32 fee-only advisors for executives in Oklahoma, at 7 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Oklahoma located? Of the 32 fee-only advisors for executives in Oklahoma, 25 are in Tulsa, followed by 3 in Oklahoma City and 2 in Bethany. ## How do fee-only advisors for executives in Oklahoma charge? The most common fee among fee-only advisors for executives in Oklahoma is a percentage of assets, used by 100% of the 32 with fees on file. Many use more than one: 72% charge by the hour and 47% charge fixed fees. ## What credentials should a financial advisor for executives have? For executives, look for the CFA and CFP. In Oklahoma, 34% of the 32 advisors listed hold the CFP. - CFA (16% of advisors listed): The CFA helps with concentrated stock. - CFP (34% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Oklahoma advisors for executives compare with the rest of the US? 72% of fee-only advisors for executives in Oklahoma charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Oklahoma tax income on top of federal tax? Yes. Oklahoma has a state income tax, so a financial plan for a Oklahoma resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Oklahoma? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Oklahoma can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Oklahoma? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Oklahoma tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Oklahoma? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Scott Logan](https://find.wellspent.co/advisors/scott-logan.md) | HoganTaylor Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Christi Powell](https://find.wellspent.co/advisors/christi-powell.md) | Perissos Private Wealth Management | Bethany, Oklahoma | CFP | Percentage of assets | | [Jeremy Lott](https://find.wellspent.co/advisors/jeremy-lott.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Keith Van Dyke](https://find.wellspent.co/advisors/keith-van-dyke.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Michael Mazzei](https://find.wellspent.co/advisors/michael-mazzei.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Brian Cunningham](https://find.wellspent.co/advisors/brian-cunningham.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Daniel Beutel](https://find.wellspent.co/advisors/daniel-beutel.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [James Diacon](https://find.wellspent.co/advisors/james-diacon.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Jonathan Wielenga](https://find.wellspent.co/advisors/jonathan-wielenga.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Kelsey Ardies](https://find.wellspent.co/advisors/kelsey-ardies.md) | Gibraltar Capital Management | Edmond, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Brandon Vanlandingham](https://find.wellspent.co/advisors/brandon-vanlandingham.md) | Perissos Private Wealth Management | Bethany, Oklahoma | | Percentage of assets | | [Andrew Boyd](https://find.wellspent.co/advisors/andrew-boyd.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [James Redman](https://find.wellspent.co/advisors/james-redman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [McCrary Lowe](https://find.wellspent.co/advisors/mccrary-lowe.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [Nathan Lovelle](https://find.wellspent.co/advisors/nathan-lovelle.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Callum Raymick](https://find.wellspent.co/advisors/callum-raymick.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Jackson Mazzei](https://find.wellspent.co/advisors/jackson-mazzei.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Taylor Bennett](https://find.wellspent.co/advisors/taylor-bennett.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Alexandra Day](https://find.wellspent.co/advisors/alexandra-day.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Blake Chrisman](https://find.wellspent.co/advisors/blake-chrisman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Bret Breibeck](https://find.wellspent.co/advisors/bret-breibeck.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Donald Windle](https://find.wellspent.co/advisors/donald-windle.md) | Windle Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jamie Cox](https://find.wellspent.co/advisors/jamie-cox.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [John Burrows](https://find.wellspent.co/advisors/john-burrows.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jordan King](https://find.wellspent.co/advisors/jordan-king.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Joseph Hoffman](https://find.wellspent.co/advisors/joseph-hoffman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Mason Rike](https://find.wellspent.co/advisors/mason-rike.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Michael Cropper](https://find.wellspent.co/advisors/michael-cropper.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Robert Willis](https://find.wellspent.co/advisors/robert-willis-7971347.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Thomas Sullivent](https://find.wellspent.co/advisors/thomas-sullivent.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Amy Hubble](https://find.wellspent.co/advisors/amy-hubble.md) | Radix Financial | Norman, Oklahoma | CFA | Percentage of assets, Fixed fees | | [Shea Brown](https://find.wellspent.co/advisors/shea-brown.md) | Windle Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | ## Related - [Tax planning in Oklahoma](https://find.wellspent.co/specialties/tax-planning/oklahoma.md) - [Estate planning in Oklahoma](https://find.wellspent.co/specialties/estate-planning/oklahoma.md) - [Retirement planning in Oklahoma](https://find.wellspent.co/specialties/retirement-planning/oklahoma.md) - [Small business owners in Oklahoma](https://find.wellspent.co/specialties/small-business-owners/oklahoma.md) - [Family wealth transfer in Oklahoma](https://find.wellspent.co/specialties/family-wealth-transfer/oklahoma.md) - [Founders in Oklahoma](https://find.wellspent.co/specialties/founders-pre-exit/oklahoma.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).