C.E.C. Wealth Management

C.E.C. Wealth Management at a glance

• One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 95 individual clients, 30 of them high net worth.
• Its average account is about $224,000 (assets it manages divided by its 272 accounts).

Fee-only advisors in Oklahoma

Facts

C.E.C. Wealth Management fees

C.E.C. Wealth Management 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

Advisors at this firm (1)

• Charles Craig

  CFP