# CFP financial advisors in Oklahoma

> In Oklahoma, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Philip Mock of 1522 Financial, Darrell Jayroe of Inspire Investing and Brandon Jaquis of Warburton Capital Management.

Page: https://find.wellspent.co/by/cfp-financial-advisors/oklahoma/
69 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFP in Oklahoma?

In Oklahoma, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Philip Mock of 1522 Financial, Darrell Jayroe of Inspire Investing and Brandon Jaquis of Warburton Capital Management.

## How many fee-only advisors who hold the CFP in Oklahoma are there?

The Wellspent public graph lists 69 fee-only advisors who hold the CFP in Oklahoma, at 44 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFP in Oklahoma located?

Of the 69 fee-only advisors who hold the CFP in Oklahoma, 31 are in Tulsa, followed by 26 in Oklahoma City and 5 in Edmond.

## How do fee-only advisors who hold the CFP in Oklahoma charge?

The most common fee among fee-only advisors who hold the CFP in Oklahoma is a percentage of assets, used by 94% of the 69 with fees on file. Many use more than one: 65% charge fixed fees and 64% charge by the hour.

## How many fee-only advisors who hold the CFP in Oklahoma hold the CFP?

100% of the 69 fee-only advisors who hold the CFP in Oklahoma hold the CFP certification, based on the credentials listed on each record.

## How does Wellspent decide who counts as fee-only advisors who hold the CFP?

We count an advisor here when their record lists the CFP.

## What should I ask fee-only advisors who hold the CFP in Oklahoma?

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

## How current is this list of fee-only advisors who hold the CFP 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 |
|---|---|---|---|---|
| [Cody Murray](https://find.wellspent.co/advisors/cody-murray.md) | Stillwater Financial | Stillwater, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Autumn Knutson](https://find.wellspent.co/advisors/autumn-knutson.md) | Styled Wealth | Tulsa, Oklahoma | CFP | Ongoing planning fee, One-time planning fee |
| [Jonathan Pixley](https://find.wellspent.co/advisors/jonathan-pixley.md) | Realm Financial Planning, LLC | Tulsa, Oklahoma | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Kevin Jacobs](https://find.wellspent.co/advisors/kevin-jacobs.md) | Step By Step Financial LLC | Tulsa, Oklahoma | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Ongoing planning fee |
| [Scott Logan](https://find.wellspent.co/advisors/scott-logan.md) | HoganTaylor Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jesse Carlucci](https://find.wellspent.co/advisors/jesse-carlucci.md) | Arrow Investment Management | Oklahoma City, Oklahoma | CFP, PhD | Percentage of assets, Hourly |
| [Brooklyn Brock](https://find.wellspent.co/advisors/brooklyn-brock.md) | Ellevate Advisors LLC | Tulsa, Oklahoma | CEPA, CFP, ChFC, CKA | Hourly, Fixed fees |
| [Christi Powell](https://find.wellspent.co/advisors/christi-powell.md) | Perissos Private Wealth Management | Bethany, Oklahoma | CFP | Percentage of assets |
| [Harold Moran](https://find.wellspent.co/advisors/harold-moran.md) | Sustainable Advisors Alliance, LLC | Tulsa, Oklahoma | AIF, CeFT, CFP | Percentage of assets, Hourly, Fixed fees |
| [Steve Ellis](https://find.wellspent.co/advisors/steve-ellis.md) | SageOak Financial, LLC | Oklahoma City, Oklahoma | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Tyler Gray](https://find.wellspent.co/advisors/tyler-gray.md) | SageOak Financial, LLC | Oklahoma City, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets, Ongoing planning fee, One-time planning fee |
| [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 |
| [Adam Leavitt](https://find.wellspent.co/advisors/adam-leavitt.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brandon Jaquis](https://find.wellspent.co/advisors/brandon-jaquis.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP, CFA | Percentage of assets |
| [Brian Cunningham](https://find.wellspent.co/advisors/brian-cunningham.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees |
| [Brian Grant](https://find.wellspent.co/advisors/brian-grant.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets |
| [Courtney Hoffman](https://find.wellspent.co/advisors/courtney-hoffman.md) | EverPar Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees |
| [Daniel Beutel](https://find.wellspent.co/advisors/daniel-beutel.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Drew Garner](https://find.wellspent.co/advisors/drew-garner.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Edward Creegan](https://find.wellspent.co/advisors/edward-creegan.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Isaac Hutchins](https://find.wellspent.co/advisors/isaac-hutchins.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets |
| [Jacob Weatherford](https://find.wellspent.co/advisors/jacob-weatherford.md) | Castlepoint Wealth Advisors | Oklahoma City, 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 Hall](https://find.wellspent.co/advisors/jonathan-hall.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets |
| [Jonathan Wielenga](https://find.wellspent.co/advisors/jonathan-wielenga.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees |
| [Joshua Jakubovitz](https://find.wellspent.co/advisors/joshua-jakubovitz.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets |
| [Kelsey Ardies](https://find.wellspent.co/advisors/kelsey-ardies.md) | Gibraltar Capital Management | Edmond, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees |
| [Kendall King](https://find.wellspent.co/advisors/kendall-king.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kenneth Petrashek](https://find.wellspent.co/advisors/kenneth-petrashek.md) | EverPar Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees |
| [Kian Rahmanzadeh](https://find.wellspent.co/advisors/kian-rahmanzadeh.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kristen Buchman](https://find.wellspent.co/advisors/kristen-buchman.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bregan Heitz](https://find.wellspent.co/advisors/bregan-heitz.md) | Financial Management | Ardmore, Oklahoma | CFP | Hourly, One-time planning fee |
| [Luke Spinardi](https://find.wellspent.co/advisors/luke-spinardi.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Margaret Doviak](https://find.wellspent.co/advisors/margaret-doviak.md) | DM Wealth Management | Norman, Oklahoma | CFP | Percentage of assets |
| [Theodore Spinardi](https://find.wellspent.co/advisors/theodore-spinardi.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Harry Winston](https://find.wellspent.co/advisors/harry-winston.md) | Winston & Company | Edmond, Oklahoma | CFP | Percentage of assets, Fixed fees |
| [Melinda Warren](https://find.wellspent.co/advisors/melinda-warren.md) | Hughes Warren | Edmond, Oklahoma | CFP | Percentage of assets, Hourly |
| [Theodore Hughes](https://find.wellspent.co/advisors/theodore-hughes.md) | Hughes Warren | Edmond, Oklahoma | CFP | Percentage of assets, Hourly |
| [Aimee Boyer](https://find.wellspent.co/advisors/aimee-boyer.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | CFP | Percentage of assets |
| [Bryce Turrentine](https://find.wellspent.co/advisors/bryce-turrentine.md) | Turrentine Financial Services LLC | Stigler, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Darrell Jayroe](https://find.wellspent.co/advisors/darrell-jayroe.md) | Inspire Investing | Tulsa, Oklahoma | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Donald Windle](https://find.wellspent.co/advisors/donald-windle.md) | Windle Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jason Hughart](https://find.wellspent.co/advisors/jason-hughart.md) | FourPath Capital Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Keith](https://find.wellspent.co/advisors/jonathan-keith.md) | Laguna Capital Management | Jenks, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jordan Spencer](https://find.wellspent.co/advisors/jordan-spencer.md) | Vox Financial Planning | Oklahoma City, Oklahoma | CFP | Fixed fees |
| [Josh Morris](https://find.wellspent.co/advisors/josh-morris.md) | Ideal Financial Planning, LLC | Oklahoma City, Oklahoma | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Philip Mock](https://find.wellspent.co/advisors/philip-mock.md) | 1522 Financial | Tulsa, Oklahoma | CFA, CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Scott Morton](https://find.wellspent.co/advisors/scott-morton.md) | FourPath Capital Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 69. The full list, page by page: https://find.wellspent.co/by/cfp-financial-advisors/oklahoma/?page=2

## 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).