Firm
Radix Financial
Norman, Oklahoma
Fee-only
Radix Financial at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 2 employees and 45 individual clients, 18 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 132 accounts).
Facts
| Based in | Norman, Oklahoma |
|---|---|
| Website | radixfinancial.com |
| Phone | (405) 673-5066 |
Radix Financial fees
Radix Financial 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 · Fixed fees |
|---|---|
| Assets managed | $232 million |
| Individual clients | 27 |
| High-net-worth clients | 18 |
| Accounts managed | 132 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-114657) |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 171159 |