Firm
Future U Financial
Tulsa, Oklahoma
Fee-only
Future U Financial at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 12 individual clients, 7 of them high net worth.
- Its average account is about $970,000 (assets it manages divided by its 52 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | futureufinancial.com |
| Phone | (918) 805-1979 |
Future U Financial 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.
| Hourly | $125 an hour |
|---|---|
| How it charges | Hourly · Ongoing planning fee |
In the firm's words
"$0 – $99,999 $125/hour" source
"We track our time and bill monthly based on actual hours (in 15 minute increments) worked on your plan" source
"We spend a minimum of 15 minutes per month and bill you at the end of the month for services rendered." 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 | $50 million |
| Individual clients | 5 |
| High-net-worth clients | 7 |
| Accounts managed | 52 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 309468 |