Firm
R.J. Cloud Advisors & Company
Bixby, Oklahoma
Fee-only
R.J. Cloud Advisors & Company at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 159 individual clients, 49 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 160 accounts).
Facts
| Based in | Bixby, Oklahoma |
|---|---|
| Website | rjcloudadvisorsandcompany.com |
| Phone | (918) 949-9713 |
R.J. Cloud Advisors & Company fees
R.J. Cloud Advisors & Company 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 | $171 million |
| Individual clients | 110 |
| High-net-worth clients | 49 |
| Accounts managed | 160 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-126159) |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 289371 |