# Advisors for $500,000 to $1 million in Oklahoma > In Oklahoma, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Philip Mock of 1522 Financial, Brandon Jaquis of Warburton Capital Management and Subir Grewal of Washington Square Capital Management. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/oklahoma/ 63 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 for $500,000 to $1 million in Oklahoma? In Oklahoma, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Philip Mock of 1522 Financial, Brandon Jaquis of Warburton Capital Management and Subir Grewal of Washington Square Capital Management. ## How many fee-only advisors for $500,000 to $1 million in Oklahoma are there? The Wellspent public graph lists 63 fee-only advisors for $500,000 to $1 million in Oklahoma, at 16 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Oklahoma located? Of the 63 fee-only advisors for $500,000 to $1 million in Oklahoma, 42 are in Tulsa, followed by 17 in Oklahoma City and 2 in Weatherford. ## How do fee-only advisors for $500,000 to $1 million in Oklahoma charge? The most common fee among fee-only advisors for $500,000 to $1 million in Oklahoma is a percentage of assets, used by 98% of the 63 with fees on file. Many use more than one: 63% charge by the hour and 54% charge fixed fees. ## How many fee-only advisors for $500,000 to $1 million in Oklahoma hold the CFP? 38% of the 63 fee-only advisors for $500,000 to $1 million in Oklahoma hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $500,000 to $1 million in Oklahoma? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 million 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [Adam Lee](https://find.wellspent.co/advisors/adam-lee.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Michael Christian](https://find.wellspent.co/advisors/michael-christian.md) | EverPar Advisors | Tulsa, Oklahoma | CFA | Percentage of assets, 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 | | [Bridgette Hodge](https://find.wellspent.co/advisors/bridgette-hodge.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Craig Silberg](https://find.wellspent.co/advisors/craig-silberg.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [David Ellis](https://find.wellspent.co/advisors/david-ellis.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Hunter Breedlove](https://find.wellspent.co/advisors/hunter-breedlove.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Jamie Cox](https://find.wellspent.co/advisors/jamie-cox.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based 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 | | [Kerri Musgrove](https://find.wellspent.co/advisors/kerri-musgrove.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Kortland Snowden](https://find.wellspent.co/advisors/kortland-snowden.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Madison Hicks](https://find.wellspent.co/advisors/madison-hicks.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [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 | | [Michael Flanagan](https://find.wellspent.co/advisors/michael-flanagan.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Noah Cottman](https://find.wellspent.co/advisors/noah-cottman.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [Philip Mock](https://find.wellspent.co/advisors/philip-mock.md) | 1522 Financial | Tulsa, Oklahoma | CFA, CFP, CPA | Percentage of assets, Hourly, Fixed 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 | | [Timothy Koski](https://find.wellspent.co/advisors/timothy-koski.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Joshua Herlan](https://find.wellspent.co/advisors/joshua-herlan.md) | Future U Financial | Tulsa, Oklahoma | | Hourly, Ongoing planning fee | | [Andrew Oster](https://find.wellspent.co/advisors/andrew-oster.md) | Triton Financial Group | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [David Evans](https://find.wellspent.co/advisors/david-evans.md) | Comprehensive Financial Planning | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly | | [David Ortiz](https://find.wellspent.co/advisors/david-ortiz.md) | L&s Private Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Eugene Smith](https://find.wellspent.co/advisors/eugene-smith.md) | Chartmark Investments | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly | | [Janelle Skelton](https://find.wellspent.co/advisors/janelle-skelton.md) | Total Wealth Planning and Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Subir Grewal](https://find.wellspent.co/advisors/subir-grewal.md) | Washington Square Capital Management | Tulsa, Oklahoma | CFP, CFA | Percentage of assets, Fixed fees | | [John Szafranski](https://find.wellspent.co/advisors/john-szafranski.md) | Meliora Capital | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly | Showing the first 50 of 63. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/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).