Firm
Scissortail Wealth Management
Tulsa, Oklahoma
Fee-only
Scissortail Wealth Management at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 13 employees and 475 individual clients, 72 of them high net worth.
- Its average account is about $221,000 (assets it manages divided by its 2,566 accounts).
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | scissortailwealth.com |
| [email protected] | |
| Phone | (918) 956-0500 |
Scissortail Wealth Management fees
Scissortail Wealth Management 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 | $568 million |
| Individual clients | 403 |
| High-net-worth clients | 72 |
| Accounts managed | 2,566 |
| Employees | 13 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-114094) |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 297761 |