Stillwater Financial
Stillwater, Oklahoma
Stillwater Financial at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 42 individual clients, 5 of them high net worth.
- Its average account is about $252,000 (assets it manages divided by its 135 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Stillwater, Oklahoma |
|---|---|
| Website | stillwaterfinancialservices.com |
| [email protected] | |
| Phone | (405) 714-3111 |
Questions about Stillwater Financial
How much does Stillwater Financial charge?
Stillwater Financial publishes these prices: asset-based fee: 1.5% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Stillwater Financial paid?
Stillwater Financial's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Stillwater Financial have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Stillwater Financial.
What is the average account at Stillwater Financial?
Stillwater Financial's average account is about $252,000. That's the assets on its Form ADV divided by its 135 accounts.
What does Stillwater Financial specialize in?
Stillwater Financial's advisors and website list small business owners, retirement planning, family wealth transfer and pension planning.
Is Stillwater Financial accepting new clients?
Yes, according to Stillwater Financial's website, checked October 28, 2026.
Stillwater Financial 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.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 - $1,000,000 1.50%" source
"Account balance x Fee % = Annual Planning Fee" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $34 million |
| Individual clients | 37 |
| High-net-worth clients | 5 |
| Accounts managed | 135 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 311084 |
Advisors at this firm (1)
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