Firm
Perspective Advisors
Bartlesville, Oklahoma
Fee-only
Perspective Advisors at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 172 individual clients, 6 of them high net worth.
- Its average account is about $96,000 (assets it manages divided by its 353 accounts).
Facts
| Based in | Bartlesville, Oklahoma |
|---|---|
| Website | planwithperspective.com |
| Phone | (918) 214-8858 |
Perspective Advisors fees
Perspective Advisors 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 |
|---|---|
| Assets managed | $34 million |
| Individual clients | 166 |
| High-net-worth clients | 6 |
| Accounts managed | 353 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 301811 |