Firm
Triton Financial Group
Oklahoma City, Oklahoma
Fee-only
Triton Financial Group 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 5 employees and 246 individual clients, 48 of them high net worth.
- Its average account is about $510,000 (assets it manages divided by its 507 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Website | ctfg.co |
| Phone | (405) 696-7140 |
Triton Financial Group fees
Triton 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $259 million |
| Individual clients | 198 |
| High-net-worth clients | 48 |
| Accounts managed | 507 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-119672) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 309294 |