Firm
Warburton Capital Management
Tulsa, Oklahoma
Fee-only
Warburton Capital Management at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 7 advisors are listed here; 5 of 7 hold the CFP.
- Its Form ADV reports 7 employees and 416 individual clients, 158 of them high net worth.
- Its average account is about $622,000 (assets it manages divided by its 1,265 accounts).
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | warburtoncapital.com |
| Phone | (918) 794-3000 |
Warburton Capital Management fees
Warburton Capital Management 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 | $787 million |
| Individual clients | 258 |
| High-net-worth clients | 158 |
| Accounts managed | 1,265 |
| Employees | 7 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-78149) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 141969 |