Firm
Servo Wealth Management
Oklahoma City, Oklahoma
Fee-only
Servo Wealth Management at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 87 individual clients, 43 of them high net worth.
- Its average account is about $489,000 (assets it manages divided by its 355 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Website | servowealth.com |
| Phone | (405) 384-5132 |
Servo Wealth Management fees
Servo 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 |
|---|---|
| Assets managed | $174 million |
| Individual clients | 44 |
| High-net-worth clients | 43 |
| Accounts managed | 355 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-130949) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 159367 |