Advisors for $500,000 to $1 million in Oklahoma
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.
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.
- 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.
- Brian Cunningham Gibraltar Capital Management, Tulsa Holds the CFP. Fees on file: percentage of assets, hourly.
- Michael Christian EverPar Advisors, Tulsa Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Kristen Buchman Castlepoint Wealth Advisors, Oklahoma City Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 63
- Firms
- 16
- Cities
- 5
- Hold the CFP
- 38%
- Other credentials: CFA 16% · CPA 2%
- How they charge (of 63 with fees on file): percentage of assets 98% · hourly 63% · fixed fees 54% · performance-based fees 24%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 63 advisors
| Advisor | Firm | City | Credentials | 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 |
| 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 |
| 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 |
| Adam Lee | Castlepoint Wealth Advisors | Oklahoma City | CFA | Percentage of assets, Hourly |
| Andrew Boyd | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| James Redman | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| McCrary Lowe | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Michael Christian | EverPar Advisors | Tulsa | CFA | Percentage of assets, Fixed fees |
| Blake Chrisman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Bret Breibeck | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Bridgette Hodge | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Craig Silberg | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| David Ellis | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Hunter Breedlove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Jamie Cox | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Jordan King | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Joseph Hoffman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Kerri Musgrove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Kortland Snowden | Castlepoint Wealth Advisors | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Madison Hicks | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Mason Rike | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Cropper | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Flanagan | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Noah Cottman | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Philip Mock | 1522 Financial | Tulsa | CFA, CFP, CPA | Percentage of assets, Hourly |
| Robert Willis | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Thomas Sullivent | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Timothy Koski | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Joshua Herlan | Future U Financial | Tulsa | Not listed | Hourly, Ongoing planning fee |
| Andrew Oster | Triton Financial Group | Oklahoma City | CFP | Percentage of assets, Hourly |
| David Evans | Comprehensive Financial Planning | Oklahoma City | CFP | Percentage of assets, Hourly |
| David Ortiz | L&s Private Wealth | Oklahoma City | CFP | Percentage of assets, Fixed fees |
| Eugene Smith | Chartmark Investments | Tulsa | CFP | Percentage of assets, Hourly |
| Janelle Skelton | Total Wealth Planning and Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Subir Grewal | Washington Square Capital Management | Tulsa | CFP, CFA | Percentage of assets, Fixed fees |
| John Szafranski | Meliora Capital | Tulsa | CFA | Percentage of assets, Hourly |
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