W Wellspent Public advisor graph
Wellspent public graph/Find by/Flat-fee financial advisors/Oklahoma

Flat-fee financial advisors in Oklahoma

All 148 advisors

Flat-fee financial advisors in Oklahoma: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Kortland Snowden Castlepoint Wealth Advisors Oklahoma City Not listed Percentage of assets, Hourly
Michael Flanagan EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Philip Mock 1522 Financial Tulsa CFA, CFP, CPA Percentage of assets, Hourly
Scott Morton FourPath Capital Management Oklahoma City CFP Percentage of assets, Hourly
Timothy Koski EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
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
Joshua Herlan Future U Financial Tulsa Not listed Hourly, Ongoing planning fee
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
Amy Hubble Radix Financial Norman CFA Percentage of assets, Fixed fees
Daniel Mitchell DM Wealth Management Norman Not listed Percentage of assets
Emilee Tarver DM Wealth Management Norman Not listed Percentage of assets
Kayla Tweedy Financial Management Ardmore Not listed Hourly, One-time planning fee
Michael Whitson Financial Management Ardmore Not listed Hourly, One-time planning fee
Mitchell Benefiel Integrated Wealth Solutions Tulsa Not listed Percentage of assets, Hourly
Michael Freeman Trilogy Financial Solutions Oklahoma City Not listed Percentage of assets, Hourly
Arlis Reuter FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Ashley Turner FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Chris Lorenzen LIG Capital Management Oklahoma City Not listed Percentage of assets
Holly Gooch FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Jeffrey James FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Jeffrey Pope FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Julie Mahanay LIG Capital Management Oklahoma City Not listed Percentage of assets
Mark Humphreys LIG Capital Management Oklahoma City Not listed Percentage of assets
Shea Brown Windle Wealth Oklahoma City Not listed Percentage of assets, Hourly
Stuart McCuan LIG Capital Management Oklahoma City Not listed Percentage of assets
Andrew Oster Triton Financial Group Oklahoma City CFP Percentage of assets, Hourly
Austin Bryan Hogantaylor Wealth Tulsa CFP Percentage of assets, Hourly
Barry Logan Hogantaylor Wealth Oklahoma City CFP Percentage of assets, Hourly
Brandon Biles Hogantaylor Wealth Tulsa CFP Percentage of assets, Hourly
David Ortiz L&s Private Wealth Oklahoma City CFP Percentage of assets, Fixed fees
Janelle Skelton Total Wealth Planning and Management Oklahoma City CFP Percentage of assets, Hourly
Jeffrey Ashford Access Financial Resources Oklahoma City CFP Percentage of assets, Hourly
Jeremy Wilcox TOM Johnson Investment Management Oklahoma City CFP Percentage of assets, Hourly
Joanna McCall Wealth Management Solutions Oklahoma City CFP Percentage of assets, Hourly
Krista Strohoffer Sustainable Advisors Alliance Tulsa CFP Percentage of assets, Hourly
Pamela Brandt Sustainable Advisors Alliance Tulsa CFP Percentage of assets, Hourly
Shanda Sullivan Aspen Wealth Planners Broken Arrow CFP Percentage of assets, Hourly
Steven Conkin Conkin Financial Group Edmond CFP, ChFC Percentage of assets, Fixed fees
Subir Grewal Washington Square Capital Management Tulsa CFP, CFA Percentage of assets, Fixed fees
Troy Jones Access Financial Resources Oklahoma City CFP Percentage of assets, Hourly
William Atkinson Access Financial Resources Oklahoma City CFP Percentage of assets, Hourly
Cory Robinson TOM Johnson Investment Management Oklahoma City CFA Percentage of assets, Hourly
David Shoesmith Wealth Management Solutions Claremore ChFC Percentage of assets, Hourly