Flat-fee financial advisors in Oklahoma
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.
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.
- Subir Grewal Washington Square Capital Management, Tulsa Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Darrell Jayroe Inspire Investing, Tulsa Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Josh Morris Ideal Financial Planning, LLC, Oklahoma City Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- 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.
By the numbers
- Advisors listed
- 148
- Firms
- 55
- Cities
- 15
- Hold the CFP
- 36%
- Other credentials: CFA 8% · CPA 1% · ChFC 3%
- How they charge (of 148 with fees on file): percentage of assets 95% · fixed fees 86% · hourly 55% · one-time planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 148 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Brandon Vanlandingham | Perissos Private Wealth Management | Bethany | Not listed | Percentage of assets |
| Adam Lee | Castlepoint Wealth Advisors | Oklahoma City | CFA | 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 |
| Michael Christian | EverPar Advisors | Tulsa | CFA | Percentage of assets, Fixed fees |
| 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 |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Alexandra Day | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| Bridgette Hodge | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Bryce Turrentine | Turrentine Financial Services LLC | Stigler | CFP | Percentage of assets, Hourly |
| Craig Silberg | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Darrell Jayroe | Inspire Investing | Tulsa | CFP, CFA | Percentage of assets, Hourly |
| David Ellis | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Donald Windle | Windle Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Hunter Breedlove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Josh Morris | Ideal Financial Planning, LLC | Oklahoma City | CFP, CPA, PFS | Percentage of assets, Hourly |
| Kerri Musgrove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
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