Advisors for under $500,000 in Oklahoma
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Kevin Jacobs of Step By Step Financial LLC, Margaret Doviak of DM Wealth Management and Steve Ellis of SageOak Financial, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Kevin Jacobs Step By Step Financial LLC, Tulsa Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Margaret Doviak DM Wealth Management, Norman Holds the CFP. Fees on file: percentage of assets.
- Steve Ellis SageOak Financial, LLC, Oklahoma City Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Jonathan Pixley Realm Financial Planning, LLC, Tulsa Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Autumn Knutson Styled Wealth, Tulsa Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Cody Murray Stillwater Financial, Stillwater Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
By the numbers
- Advisors listed
- 127
- Firms
- 53
- Cities
- 17
- Hold the CFP
- 32%
- Other credentials: CFA 5% · ChFC 2%
- How they charge (of 127 with fees on file): percentage of assets 95% · fixed fees 70% · hourly 52% · one-time planning fee 7%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Oklahoma are there?
The Wellspent public graph lists 127 fee-only advisors for under $500,000 in Oklahoma, at 53 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Oklahoma located?
Of the 127 fee-only advisors for under $500,000 in Oklahoma, 55 are in Oklahoma City, followed by 41 in Tulsa and 6 in Edmond.
How do fee-only advisors for under $500,000 in Oklahoma charge?
The most common fee among fee-only advisors for under $500,000 in Oklahoma is a percentage of assets, used by 95% of the 127 with fees on file. Many use more than one: 70% charge fixed fees and 52% charge by the hour.
How many fee-only advisors for under $500,000 in Oklahoma hold the CFP?
32% of the 127 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Oklahoma?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 127 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 |
| 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 |
| Daniel Beutel | Council Oak Wealth Advisors | Tulsa | CFP | Percentage of assets, Hourly |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| Brandon Vanlandingham | Perissos Private Wealth Management | Bethany | Not listed | Percentage of assets |
| 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 |
| Nathan Lovelle | Council Oak Wealth Advisors | Tulsa | CFA | Percentage of assets, Hourly |
| Theodore Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Callum Raymick | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Harry Winston | Winston & Company | Edmond | CFP | Percentage of assets, Fixed fees |
| Jackson Mazzei | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Melinda Warren | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Theodore Hughes | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Alexandra Day | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| Bryce Turrentine | Turrentine Financial Services LLC | Stigler | CFP | 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 |
| John Burrows | Council Oak Wealth Advisors | Tulsa | Not listed | 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 |
| Marshall Fraser | Perspective Advisors | Bartlesville | Not listed | Percentage of assets |
| Nathan Barham | Perspective Advisors | Bartlesville | Not listed | Percentage of assets |
| Scott Morton | FourPath Capital Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Boston Harris | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Dallas Wheeler | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Derrick Alexander | Greater Works Wealth | Tulsa | Not listed | Percentage of assets, Ongoing planning fee |
| Harrison Newmark | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| James Billingsley | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Luke Stein | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Michael White | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Spencer Aufenthie | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Allen Bynum | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Charles Tines | Tines Capital | Tulsa | Not listed | Percentage of assets |
| Daniel Mitchell | DM Wealth Management | Norman | Not listed | Percentage of assets |
| Emilee Tarver | DM Wealth Management | Norman | Not listed | Percentage of assets |
| Joshua Hanes | Tines Capital | Broken Arrow | Not listed | Percentage of assets |
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