SageOak Financial, LLC at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 263 individual clients, 51 of them high net worth.
- Its average account is about $253,000 (assets it manages divided by its 690 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Website | sageoakfinancial.com |
| [email protected] | |
| Phone | (405) 825-1920 |
Questions about SageOak Financial, LLC
How is SageOak Financial, LLC paid?
SageOak Financial, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does SageOak Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at SageOak Financial, LLC, and 2 hold the CFP.
What is the average account at SageOak Financial, LLC?
SageOak Financial, LLC's average account is about $253,000. That's the assets on its Form ADV divided by its 690 accounts.
What does SageOak Financial, LLC specialize in?
SageOak Financial, LLC's advisors and website list flat-fee planning.
SageOak Financial, LLC fees
SageOak Financial, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, percentage of assets, ongoing planning fee, 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 · Fixed fees |
|---|---|
| Assets managed | $175 million |
| Individual clients | 212 |
| High-net-worth clients | 51 |
| Accounts managed | 690 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-122855) |
| Financial planning | Offered |
| Form ADV filed | July 14, 2026 |
| SEC record | CRD 166927 |