Firm
The Buffalo Financial Group
Choctaw, Oklahoma
Fee-only
The Buffalo Financial Group at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 26 individual clients, 6 of them high net worth.
- Its average account is about $425,000 (assets it manages divided by its 40 accounts).
Facts
| Based in | Choctaw, Oklahoma |
|---|---|
| Phone | (405) 779-3876 |
The Buffalo Financial Group fees
The Buffalo Financial Group 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 | $17 million |
| Individual clients | 20 |
| High-net-worth clients | 6 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 330684 |