Firm
Financial Management
Ardmore, Oklahoma
Fee-only
Financial Management 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 CFP.
- Its Form ADV reports 5 employees and 690 individual clients, 80 of them high net worth.
- Its average account is about $227,000 (assets it manages divided by its 1,400 accounts).
Facts
| Based in | Ardmore, Oklahoma |
|---|---|
| Website | fmiardmore.com |
| [email protected] | |
| Phone | (580) 226-4058 |
Financial Management fees
Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, one-time plans or projects. 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 | $318 million |
| Individual clients | 610 |
| High-net-worth clients | 80 |
| Accounts managed | 1,400 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-110659) |
| Financial planning | Offered |
| Form ADV filed | April 6, 2026 |
| SEC record | CRD 117600 |