Firm
10elms
Tulsa, Oklahoma
Fee-only
10elms at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 5 employees and 37 individual clients, 19 of them high net worth.
- Its average account is about $662,000 (assets it manages divided by its 182 accounts).
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | 10elms.com |
| Phone | (918) 812-7998 |
10elms fees
10elms doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $121 million |
| Individual clients | 18 |
| High-net-worth clients | 19 |
| Accounts managed | 182 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-131155) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 323398 |