Firm
Tines Capital
Tulsa, Oklahoma
Fee-only
Tines Capital at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 30 individual clients, 27 of them high net worth.
- Its average account is about $50,000 (assets it manages divided by its 100 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | tinescapital.com |
| [email protected] | |
| Phone | (918) 212-6154 |
Tines Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $25,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We charge 2% or less on client portfolios with many portfolios being charged 1%." source
"Generally, $25,000 to begin, or a commitment to invest $500/month." source
"Generally, $25,000 to begin, or a commitment to invest $500/month." source
"We charge 2% or less on client portfolios with many portfolios being charged 1%." 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 |
|---|---|
| Assets managed | $5 million |
| Individual clients | 3 |
| High-net-worth clients | 27 |
| Accounts managed | 100 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 309650 |