# Flat-fee financial advisors in Oklahoma > In Oklahoma, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Philip Mock of 1522 Financial, Subir Grewal of Washington Square Capital Management and Darrell Jayroe of Inspire Investing. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/oklahoma/ 148 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 charge flat or fixed fees in Oklahoma? In Oklahoma, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Philip Mock of 1522 Financial, Subir Grewal of Washington Square Capital Management and Darrell Jayroe of Inspire Investing. ## How many fee-only advisors who charge flat or fixed fees in Oklahoma are there? The Wellspent public graph lists 148 fee-only advisors who charge flat or fixed fees in Oklahoma, at 55 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge flat or fixed fees in Oklahoma located? Of the 148 fee-only advisors who charge flat or fixed fees in Oklahoma, 69 are in Oklahoma City, followed by 54 in Tulsa and 4 in Ardmore. ## How do fee-only advisors who charge flat or fixed fees in Oklahoma charge? The most common fee among fee-only advisors who charge flat or fixed fees in Oklahoma is a percentage of assets, used by 95% of the 148 with fees on file. Many use more than one: 86% charge fixed fees and 55% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in Oklahoma hold the CFP? 36% of the 148 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in Oklahoma? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | | [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 | | [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 | | [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 | | [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 | | [Brandon Vanlandingham](https://find.wellspent.co/advisors/brandon-vanlandingham.md) | Perissos Private Wealth Management | Bethany, Oklahoma | | Percentage of assets | | [Adam Lee](https://find.wellspent.co/advisors/adam-lee.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFA | 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 | | [Michael Christian](https://find.wellspent.co/advisors/michael-christian.md) | EverPar Advisors | Tulsa, Oklahoma | CFA | Percentage of assets, Fixed fees | | [Nathan Lovelle](https://find.wellspent.co/advisors/nathan-lovelle.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Theodore Spinardi](https://find.wellspent.co/advisors/theodore-spinardi.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Callum Raymick](https://find.wellspent.co/advisors/callum-raymick.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Harry Winston](https://find.wellspent.co/advisors/harry-winston.md) | Winston & Company | Edmond, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Jackson Mazzei](https://find.wellspent.co/advisors/jackson-mazzei.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Taylor Bennett](https://find.wellspent.co/advisors/taylor-bennett.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Alexandra Day](https://find.wellspent.co/advisors/alexandra-day.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Bridgette Hodge](https://find.wellspent.co/advisors/bridgette-hodge.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Bryce Turrentine](https://find.wellspent.co/advisors/bryce-turrentine.md) | Turrentine Financial Services LLC | Stigler, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Craig Silberg](https://find.wellspent.co/advisors/craig-silberg.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Darrell Jayroe](https://find.wellspent.co/advisors/darrell-jayroe.md) | Inspire Investing | Tulsa, Oklahoma | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [David Ellis](https://find.wellspent.co/advisors/david-ellis.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Donald Windle](https://find.wellspent.co/advisors/donald-windle.md) | Windle Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Hunter Breedlove](https://find.wellspent.co/advisors/hunter-breedlove.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, 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 | | [John Burrows](https://find.wellspent.co/advisors/john-burrows.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | | 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 | | [Kerri Musgrove](https://find.wellspent.co/advisors/kerri-musgrove.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | Showing the first 50 of 148. The full list, page by page: https://find.wellspent.co/by/flat-fee-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).