Firm
Step By Step Financial LLC
Tulsa, Oklahoma
Fee-only
Step By Step Financial LLC at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 66 individual clients, 16 of them high net worth.
- Its average account is about $269,000 (assets it manages divided by its 234 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | stepbystepfinancial.com |
Step By Step Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Flat fee · One-time plans or projects · Percentage of assets · Ongoing planning fee |
In the firm's words
"$ 4,000 per household" source
"First $3 million 1.00 %" source
"Meet an asset minimum. There isn't one." source
"One flat fee, set before you start. No hourly billing, and nothing added later." source
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 | $63 million |
| Individual clients | 50 |
| High-net-worth clients | 16 |
| Accounts managed | 234 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 29, 2026 |
| SEC record | CRD 146345 |