Hourly financial advisors in Oklahoma
How do I find fee-only advisors who charge by the hour in Oklahoma?
In Oklahoma, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Philip Mock of 1522 Financial, Darrell Jayroe of Inspire Investing and Josh Morris of Ideal Financial Planning, LLC.
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.
- 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.
- Bregan Heitz Financial Management, Ardmore Holds the CFP. Fees on file: hourly, one-time planning fee.
- Autumn Knutson Styled Wealth, Tulsa Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Margaret Doviak DM Wealth Management, Norman Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 130
- Firms
- 45
- Cities
- 13
- Hold the CFP
- 38%
- Other credentials: CFA 10% · CPA 2% · ChFC 3%
- How they charge (of 130 with fees on file): percentage of assets 95% · hourly 84% · fixed fees 58% · performance-based fees 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Oklahoma are there?
The Wellspent public graph lists 130 fee-only advisors who charge by the hour in Oklahoma, at 45 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Oklahoma located?
Of the 130 fee-only advisors who charge by the hour in Oklahoma, 56 are in Tulsa, followed by 52 in Oklahoma City and 4 in Edmond.
How do fee-only advisors who charge by the hour in Oklahoma charge?
The most common fee among fee-only advisors who charge by the hour in Oklahoma is a percentage of assets, used by 95% of the 130 with fees on file. Many use more than one: 84% charge by the hour and 58% charge fixed fees.
How many fee-only advisors who charge by the hour in Oklahoma hold the CFP?
38% of the 130 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Oklahoma?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 130 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 |
| Scott Logan | HoganTaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jesse Carlucci | Arrow Investment Management | Oklahoma City | CFP, PhD | 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 |
| Adam Leavitt | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Brian Cunningham | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| 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 |
| Jonathan Wielenga | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Kelsey Ardies | Gibraltar Capital Management | Edmond | CFP | Percentage of assets, Hourly |
| Kendall King | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| 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 |
| Andrew Boyd | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Bregan Heitz | Financial Management | Ardmore | CFP | Hourly, One-time planning fee |
| James Redman | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Luke Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Margaret Doviak | DM Wealth Management | Norman | CFP | Percentage of assets |
| McCrary Lowe | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Nathan Lovelle | Council Oak Wealth Advisors | Tulsa | CFA | Percentage of assets, Hourly |
| Theodore Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Melinda Warren | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Theodore Hughes | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Aimee Boyer | Pinnacle Investment Advisors | Tulsa | CFP | Percentage of assets |
| Alexandra Day | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| Blake Chrisman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Bret Breibeck | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Bryce Turrentine | Turrentine Financial Services LLC | Stigler | CFP | Percentage of assets, Hourly |
| Darrell Jayroe | Inspire Investing | Tulsa | CFP, CFA | Percentage of assets, Hourly |
| Donald Windle | Windle Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jamie Cox | Gibraltar Capital Management | Tulsa | Not listed | 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 King | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Joseph Hoffman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Josh Morris | Ideal Financial Planning, LLC | Oklahoma City | CFP, CPA, PFS | Percentage of assets, Hourly |
| Kortland Snowden | Castlepoint Wealth Advisors | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Mason Rike | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Cropper | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Philip Mock | 1522 Financial | Tulsa | CFA, CFP, CPA | Percentage of assets, Hourly |
| Robert Willis | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
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