CFP financial advisors in Oklahoma
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Philip Mock 1522 Financial, Tulsa Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Darrell Jayroe Inspire Investing, Tulsa Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brandon Jaquis Warburton Capital Management, Tulsa Holds the CFP and CFA. Fees on file: percentage of assets.
- Subir Grewal Washington Square Capital Management, Tulsa Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Josh Morris Ideal Financial Planning, LLC, Oklahoma City Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Aimee Boyer Pinnacle Investment Advisors, Tulsa Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 69
- Firms
- 44
- Cities
- 10
- Hold the CFP
- 100%
- Other credentials: CFA 6% · CPA 3% · ChFC 4%
- How they charge (of 69 with fees on file): percentage of assets 94% · fixed fees 65% · hourly 64% · one-time planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
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.
All 69 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Cody Murray Fee only fiduciary financial planning firm working with business owners. | Stillwater Financial | Stillwater | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Autumn Knutson | Styled Wealth | Tulsa | CFP | Ongoing planning fee, One-time planning fee |
| Jonathan Pixley | Realm Financial Planning, LLC | Tulsa | CFP | One-time planning fee, Ongoing planning fee |
| Kevin Jacobs | Step By Step Financial LLC | Tulsa | CFP | Flat fee or retainer, One-time planning fee |
| Scott Logan | HoganTaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jesse Carlucci | Arrow Investment Management | Oklahoma City | CFP, PhD | Percentage of assets, Hourly |
| Brooklyn Brock | Ellevate Advisors LLC | Tulsa | CEPA, CFP, ChFC, CKA | Hourly, Fixed fees |
| Christi Powell | Perissos Private Wealth Management | Bethany | CFP | Percentage of assets |
| Harold Moran | Sustainable Advisors Alliance, LLC | Tulsa | AIF, CeFT, CFP | Percentage of assets, Hourly |
| Steve Ellis | SageOak Financial, LLC | Oklahoma City | CFP | Flat fee or retainer, Percentage of assets |
| Tyler Gray | SageOak Financial, LLC | Oklahoma City | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Jeremy Lott | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Keith Van Dyke | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Michael Mazzei | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Adam Leavitt | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Brandon Jaquis | Warburton Capital Management | Tulsa | CFP, CFA | Percentage of assets |
| Brian Cunningham | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Brian Grant | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Courtney Hoffman | EverPar Advisors | Tulsa | CFP | Percentage of assets, Fixed fees |
| Daniel Beutel | Council Oak Wealth Advisors | Tulsa | CFP | Percentage of assets, Hourly |
| Drew Garner | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Edward Creegan | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Isaac Hutchins | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Jacob Weatherford | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan Hall | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Jonathan Wielenga | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Joshua Jakubovitz | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Kelsey Ardies | Gibraltar Capital Management | Edmond | CFP | Percentage of assets, Hourly |
| Kendall King | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kenneth Petrashek | EverPar Advisors | Tulsa | CFP | Percentage of assets, Fixed fees |
| Kian Rahmanzadeh | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kristen Buchman | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Bregan Heitz | Financial Management | Ardmore | CFP | Hourly, One-time planning fee |
| Luke Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Margaret Doviak | DM Wealth Management | Norman | CFP | Percentage of assets |
| Theodore Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Harry Winston | Winston & Company | Edmond | CFP | Percentage of assets, Fixed fees |
| Melinda Warren | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Theodore Hughes | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Aimee Boyer | Pinnacle Investment Advisors | Tulsa | CFP | Percentage of assets |
| Bryce Turrentine | Turrentine Financial Services LLC | Stigler | CFP | Percentage of assets, Hourly |
| Darrell Jayroe | Inspire Investing | Tulsa | CFP, CFA | Percentage of assets, Hourly |
| Donald Windle | Windle Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jason Hughart | FourPath Capital Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jonathan Keith | Laguna Capital Management | Jenks | CFP | Percentage of assets, Hourly |
| Jordan Spencer | Vox Financial Planning | Oklahoma City | CFP | Fixed fees |
| Josh Morris | Ideal Financial Planning, LLC | Oklahoma City | CFP, CPA, PFS | Percentage of assets, Hourly |
| Philip Mock | 1522 Financial | Tulsa | CFA, CFP, CPA | Percentage of assets, Hourly |
| Scott Morton | FourPath Capital Management | Oklahoma City | CFP | Percentage of assets, Hourly |
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