Firm
TAO Private Wealth
Tulsa, Oklahoma
Fee-only
TAO Private Wealth at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 46 individual clients, 45 of them high net worth.
- Its average account is about $322,000 (assets it manages divided by its 324 accounts).
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | taoprivatewealth.com |
| Phone | (918) 986-7282 |
TAO Private Wealth fees
TAO Private Wealth 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 · Hourly |
|---|---|
| Assets managed | $104 million |
| Individual clients | 1 |
| High-net-worth clients | 45 |
| Accounts managed | 324 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-135847) |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 340979 |