Firm
Vista Investment Partners
Oklahoma City, Oklahoma
Fee-only
Vista Investment Partners at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 9 employees and 452 individual clients, 118 of them high net worth.
- Its average account is about $379,000 (assets it manages divided by its 1,610 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Website | vistainvestment.com |
| Phone | (405) 608-5390 |
Vista Investment Partners fees
Vista Investment Partners 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 · Fixed fees |
|---|---|
| Assets managed | $611 million |
| Individual clients | 334 |
| High-net-worth clients | 118 |
| Accounts managed | 1,610 |
| Employees | 9 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-108779) |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 286014 |