Firm
DM Wealth Management
Norman, Oklahoma
Fee-only
DM Wealth Management at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 195 individual clients.
- Its average account is about $118,000 (assets it manages divided by its 400 accounts).
Facts
| Based in | Norman, Oklahoma |
|---|---|
| Website | dmwealth.com |
| [email protected] | |
| Phone | (405) 329-8884 |
DM Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We have no portfolio minimum." source
"compensated for our knowledge and time through financial planning fees or a percentage of assets under management" source
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 | $47 million |
| Individual clients | 195 |
| Accounts managed | 400 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 128194 |