Firm
Styled Wealth
Tulsa, Oklahoma
Fee-only
Styled Wealth 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 36 individual clients.
- Its average account is about $83,000 (assets it manages divided by its 96 accounts).
- Its website says it's taking new clients.
- Advice is offered in Spanish and English.
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | styledwealth.com |
| [email protected] | |
| Phone | (918) 714-1234 |
Styled Wealth 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.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $4,000 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Ranging from $6,000 - $20,000+" source
"typically a 4-month engagement starting at $4,000" source
"Project-Based Financial Planning Service is typically a 4-month engagement starting at $4,000" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 36 |
| Accounts managed | 96 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 326784 |