# Fee-only financial advisors in Oklahoma, United States > Fee-only advisors in Tulsa, Oklahoma City and Edmond, plus 18 other cities. The Wellspent public graph lists 205 fee-only financial advisors serving Oklahoma at 76 firms, most in Tulsa, Oklahoma City and Edmond. 34% hold the CFP certification. Of the 205 with fees on file, 96% charge percentage of assets. Page: https://find.wellspent.co/locations/us/oklahoma/ 205 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Cody Murray](https://find.wellspent.co/advisors/cody-murray.md) | Stillwater Financial | Stillwater, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets | | [Autumn Knutson](https://find.wellspent.co/advisors/autumn-knutson.md) | Styled Wealth | Tulsa, Oklahoma | CFP | Ongoing planning fee, One-time planning fee | | [Jonathan Pixley](https://find.wellspent.co/advisors/jonathan-pixley.md) | Realm Financial Planning, LLC | Tulsa, Oklahoma | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Kevin Jacobs](https://find.wellspent.co/advisors/kevin-jacobs.md) | Step By Step Financial LLC | Tulsa, Oklahoma | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Ongoing planning fee | | [Scott Logan](https://find.wellspent.co/advisors/scott-logan.md) | HoganTaylor Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jesse Carlucci](https://find.wellspent.co/advisors/jesse-carlucci.md) | Arrow Investment Management | Oklahoma City, Oklahoma | CFP, PhD | Percentage of assets, Hourly | | [Brooklyn Brock](https://find.wellspent.co/advisors/brooklyn-brock.md) | Ellevate Advisors LLC | Tulsa, Oklahoma | CEPA, CFP, ChFC, CKA | Hourly, Fixed fees | | [Christi Powell](https://find.wellspent.co/advisors/christi-powell.md) | Perissos Private Wealth Management | Bethany, Oklahoma | CFP | Percentage of assets | | [Harold Moran](https://find.wellspent.co/advisors/harold-moran.md) | Sustainable Advisors Alliance, LLC | Tulsa, Oklahoma | AIF, CeFT, CFP | Percentage of assets, Hourly, Fixed fees | | [Steve Ellis](https://find.wellspent.co/advisors/steve-ellis.md) | SageOak Financial, LLC | Oklahoma City, Oklahoma | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Tyler Gray](https://find.wellspent.co/advisors/tyler-gray.md) | SageOak Financial, LLC | Oklahoma City, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jeremy Lott](https://find.wellspent.co/advisors/jeremy-lott.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Keith Van Dyke](https://find.wellspent.co/advisors/keith-van-dyke.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Michael Mazzei](https://find.wellspent.co/advisors/michael-mazzei.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Adam Leavitt](https://find.wellspent.co/advisors/adam-leavitt.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Jaquis](https://find.wellspent.co/advisors/brandon-jaquis.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP, CFA | Percentage of assets | | [Brian Cunningham](https://find.wellspent.co/advisors/brian-cunningham.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Brian Grant](https://find.wellspent.co/advisors/brian-grant.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [Courtney Hoffman](https://find.wellspent.co/advisors/courtney-hoffman.md) | EverPar Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Daniel Beutel](https://find.wellspent.co/advisors/daniel-beutel.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Drew Garner](https://find.wellspent.co/advisors/drew-garner.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Edward Creegan](https://find.wellspent.co/advisors/edward-creegan.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Isaac Hutchins](https://find.wellspent.co/advisors/isaac-hutchins.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [Jacob Weatherford](https://find.wellspent.co/advisors/jacob-weatherford.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [James Diacon](https://find.wellspent.co/advisors/james-diacon.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Jonathan Hall](https://find.wellspent.co/advisors/jonathan-hall.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [Jonathan Wielenga](https://find.wellspent.co/advisors/jonathan-wielenga.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Joshua Jakubovitz](https://find.wellspent.co/advisors/joshua-jakubovitz.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [Kelsey Ardies](https://find.wellspent.co/advisors/kelsey-ardies.md) | Gibraltar Capital Management | Edmond, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Kendall King](https://find.wellspent.co/advisors/kendall-king.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Kenneth Petrashek](https://find.wellspent.co/advisors/kenneth-petrashek.md) | EverPar Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Kian Rahmanzadeh](https://find.wellspent.co/advisors/kian-rahmanzadeh.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristen Buchman](https://find.wellspent.co/advisors/kristen-buchman.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Vanlandingham](https://find.wellspent.co/advisors/brandon-vanlandingham.md) | Perissos Private Wealth Management | Bethany, Oklahoma | | Percentage of assets | | [Adam Lee](https://find.wellspent.co/advisors/adam-lee.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Andrew Boyd](https://find.wellspent.co/advisors/andrew-boyd.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [Bregan Heitz](https://find.wellspent.co/advisors/bregan-heitz.md) | Financial Management | Ardmore, Oklahoma | CFP | Hourly, One-time planning fee | | [James Redman](https://find.wellspent.co/advisors/james-redman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [Luke Spinardi](https://find.wellspent.co/advisors/luke-spinardi.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Margaret Doviak](https://find.wellspent.co/advisors/margaret-doviak.md) | DM Wealth Management | Norman, Oklahoma | CFP | Percentage of assets | | [McCrary Lowe](https://find.wellspent.co/advisors/mccrary-lowe.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [Michael Christian](https://find.wellspent.co/advisors/michael-christian.md) | EverPar Advisors | Tulsa, Oklahoma | CFA | Percentage of assets, Fixed fees | | [Nathan Lovelle](https://find.wellspent.co/advisors/nathan-lovelle.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Theodore Spinardi](https://find.wellspent.co/advisors/theodore-spinardi.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Callum Raymick](https://find.wellspent.co/advisors/callum-raymick.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Harry Winston](https://find.wellspent.co/advisors/harry-winston.md) | Winston & Company | Edmond, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Jackson Mazzei](https://find.wellspent.co/advisors/jackson-mazzei.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Melinda Warren](https://find.wellspent.co/advisors/melinda-warren.md) | Hughes Warren | Edmond, Oklahoma | CFP | Percentage of assets, Hourly | | [Taylor Bennett](https://find.wellspent.co/advisors/taylor-bennett.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Theodore Hughes](https://find.wellspent.co/advisors/theodore-hughes.md) | Hughes Warren | Edmond, Oklahoma | CFP | Percentage of assets, Hourly | | [Aimee Boyer](https://find.wellspent.co/advisors/aimee-boyer.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | CFP | Percentage of assets | | [Alexandra Day](https://find.wellspent.co/advisors/alexandra-day.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Blake Chrisman](https://find.wellspent.co/advisors/blake-chrisman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Bret Breibeck](https://find.wellspent.co/advisors/bret-breibeck.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Bridgette Hodge](https://find.wellspent.co/advisors/bridgette-hodge.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Bryce Turrentine](https://find.wellspent.co/advisors/bryce-turrentine.md) | Turrentine Financial Services LLC | Stigler, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Craig Silberg](https://find.wellspent.co/advisors/craig-silberg.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Darrell Jayroe](https://find.wellspent.co/advisors/darrell-jayroe.md) | Inspire Investing | Tulsa, Oklahoma | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [David Ellis](https://find.wellspent.co/advisors/david-ellis.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Donald Windle](https://find.wellspent.co/advisors/donald-windle.md) | Windle Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Hunter Breedlove](https://find.wellspent.co/advisors/hunter-breedlove.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Jamie Cox](https://find.wellspent.co/advisors/jamie-cox.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Jason Hughart](https://find.wellspent.co/advisors/jason-hughart.md) | FourPath Capital Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [John Burrows](https://find.wellspent.co/advisors/john-burrows.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Keith](https://find.wellspent.co/advisors/jonathan-keith.md) | Laguna Capital Management | Jenks, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan King](https://find.wellspent.co/advisors/jordan-king.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Jordan Spencer](https://find.wellspent.co/advisors/jordan-spencer.md) | Vox Financial Planning | Oklahoma City, Oklahoma | CFP | Fixed fees | | [Joseph Hoffman](https://find.wellspent.co/advisors/joseph-hoffman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Josh Morris](https://find.wellspent.co/advisors/josh-morris.md) | Ideal Financial Planning, LLC | Oklahoma City, Oklahoma | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [Kerri Musgrove](https://find.wellspent.co/advisors/kerri-musgrove.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Kortland Snowden](https://find.wellspent.co/advisors/kortland-snowden.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Madison Hicks](https://find.wellspent.co/advisors/madison-hicks.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [Marshall Fraser](https://find.wellspent.co/advisors/marshall-fraser.md) | Perspective Advisors | Bartlesville, Oklahoma | | Percentage of assets | | [Mason Rike](https://find.wellspent.co/advisors/mason-rike.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Michael Cropper](https://find.wellspent.co/advisors/michael-cropper.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Michael Flanagan](https://find.wellspent.co/advisors/michael-flanagan.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Nathan Barham](https://find.wellspent.co/advisors/nathan-barham.md) | Perspective Advisors | Bartlesville, Oklahoma | | Percentage of assets | | [Noah Cottman](https://find.wellspent.co/advisors/noah-cottman.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [Philip Mock](https://find.wellspent.co/advisors/philip-mock.md) | 1522 Financial | Tulsa, Oklahoma | CFA, CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Robert Willis](https://find.wellspent.co/advisors/robert-willis-7971347.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Scott Morton](https://find.wellspent.co/advisors/scott-morton.md) | FourPath Capital Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Sullivent](https://find.wellspent.co/advisors/thomas-sullivent.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Timothy Koski](https://find.wellspent.co/advisors/timothy-koski.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Boston Harris](https://find.wellspent.co/advisors/boston-harris.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Dallas Wheeler](https://find.wellspent.co/advisors/dallas-wheeler.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Derrick Alexander](https://find.wellspent.co/advisors/derrick-alexander.md) | Greater Works Wealth | Tulsa, Oklahoma | | Percentage of assets, Ongoing planning fee | | [Harrison Newmark](https://find.wellspent.co/advisors/harrison-newmark.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [James Billingsley](https://find.wellspent.co/advisors/james-billingsley.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Joshua Herlan](https://find.wellspent.co/advisors/joshua-herlan.md) | Future U Financial | Tulsa, Oklahoma | | Hourly, Ongoing planning fee | | [Luke Stein](https://find.wellspent.co/advisors/luke-stein.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Michael White](https://find.wellspent.co/advisors/michael-white-6366732.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Spencer Aufenthie](https://find.wellspent.co/advisors/spencer-aufenthie.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Allen Bynum](https://find.wellspent.co/advisors/allen-bynum.md) | Financial Management | Ardmore, Oklahoma | | Hourly, One-time planning fee | | [Amy Hubble](https://find.wellspent.co/advisors/amy-hubble.md) | Radix Financial | Norman, Oklahoma | CFA | Percentage of assets, Fixed fees | | [Charles Tines](https://find.wellspent.co/advisors/charles-tines.md) | Tines Capital | Tulsa, Oklahoma | | Percentage of assets | | [Daniel Mitchell](https://find.wellspent.co/advisors/daniel-mitchell.md) | DM Wealth Management | Norman, Oklahoma | | Percentage of assets | | [Emilee Tarver](https://find.wellspent.co/advisors/emilee-tarver.md) | DM Wealth Management | Norman, Oklahoma | | Percentage of assets | | [Jayme Fowler](https://find.wellspent.co/advisors/jayme-fowler.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | ChFC | Percentage of assets | | [Joshua Hanes](https://find.wellspent.co/advisors/joshua-hanes.md) | Tines Capital | Broken Arrow, Oklahoma | | Percentage of assets | | [Kayla Tweedy](https://find.wellspent.co/advisors/kayla-tweedy.md) | Financial Management | Ardmore, Oklahoma | | Hourly, One-time planning fee | | [Michael Whitson](https://find.wellspent.co/advisors/michael-whitson.md) | Financial Management | Ardmore, Oklahoma | | Hourly, One-time planning fee | | [Mitchell Benefiel](https://find.wellspent.co/advisors/mitchell-benefiel.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Michael Freeman](https://find.wellspent.co/advisors/michael-freeman.md) | Trilogy Financial Solutions | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Anthony Dionisio](https://find.wellspent.co/advisors/anthony-dionisio.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [Arlis Reuter](https://find.wellspent.co/advisors/arlis-reuter.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Ashley Turner](https://find.wellspent.co/advisors/ashley-turner.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Chris Lorenzen](https://find.wellspent.co/advisors/chris-lorenzen.md) | LIG Capital Management | Oklahoma City, Oklahoma | | Percentage of assets | | [David Poarch](https://find.wellspent.co/advisors/david-poarch.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [Holly Gooch](https://find.wellspent.co/advisors/holly-gooch.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey James](https://find.wellspent.co/advisors/jeffrey-james.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Pope](https://find.wellspent.co/advisors/jeffrey-pope.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Joel Kantor](https://find.wellspent.co/advisors/joel-kantor.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [Julie Mahanay](https://find.wellspent.co/advisors/julie-mahanay.md) | LIG Capital Management | Oklahoma City, Oklahoma | | Percentage of assets | | [Mark Humphreys](https://find.wellspent.co/advisors/mark-humphreys.md) | LIG Capital Management | Oklahoma City, Oklahoma | | Percentage of assets | | [Robert Kramer](https://find.wellspent.co/advisors/robert-kramer.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [Robert Moore](https://find.wellspent.co/advisors/robert-moore.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [Shea Brown](https://find.wellspent.co/advisors/shea-brown.md) | Windle Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Stuart McCuan](https://find.wellspent.co/advisors/stuart-mccuan.md) | LIG Capital Management | Oklahoma City, Oklahoma | | Percentage of assets | | [Andrew Oster](https://find.wellspent.co/advisors/andrew-oster.md) | Triton Financial Group | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Austin Bryan](https://find.wellspent.co/advisors/austin-bryan.md) | Hogantaylor Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Barry Logan](https://find.wellspent.co/advisors/barry-logan.md) | Hogantaylor Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Biles](https://find.wellspent.co/advisors/brandon-biles.md) | Hogantaylor Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Craig](https://find.wellspent.co/advisors/charles-craig.md) | C.E.C. Wealth Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [David Evans](https://find.wellspent.co/advisors/david-evans.md) | Comprehensive Financial Planning | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly | | [David Ortiz](https://find.wellspent.co/advisors/david-ortiz.md) | L&s Private Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Eugene Smith](https://find.wellspent.co/advisors/eugene-smith.md) | Chartmark Investments | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly | | [Janelle Skelton](https://find.wellspent.co/advisors/janelle-skelton.md) | Total Wealth Planning and Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Ashford](https://find.wellspent.co/advisors/jeffrey-ashford.md) | Access Financial Resources | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Wilcox](https://find.wellspent.co/advisors/jeremy-wilcox.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Joanna McCall](https://find.wellspent.co/advisors/joanna-mccall.md) | Wealth Management Solutions | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Krista Strohoffer](https://find.wellspent.co/advisors/krista-strohoffer.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Pamela Brandt](https://find.wellspent.co/advisors/pamela-brandt.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Shanda Sullivan](https://find.wellspent.co/advisors/shanda-sullivan.md) | Aspen Wealth Planners | Broken Arrow, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Conkin](https://find.wellspent.co/advisors/steven-conkin.md) | Conkin Financial Group | Edmond, Oklahoma | CFP, ChFC | Percentage of assets, Fixed fees | | [Subir Grewal](https://find.wellspent.co/advisors/subir-grewal.md) | Washington Square Capital Management | Tulsa, Oklahoma | CFP, CFA | Percentage of assets, Fixed fees | | [Troy Jones](https://find.wellspent.co/advisors/troy-jones.md) | Access Financial Resources | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [William Atkinson](https://find.wellspent.co/advisors/william-atkinson.md) | Access Financial Resources | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Cory Robinson](https://find.wellspent.co/advisors/cory-robinson.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [David Shoesmith](https://find.wellspent.co/advisors/david-shoesmith.md) | Wealth Management Solutions | Claremore, Oklahoma | ChFC | Percentage of assets, Hourly, Fixed fees | | [Douglas Haws](https://find.wellspent.co/advisors/douglas-haws.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Eric Nelson](https://find.wellspent.co/advisors/eric-nelson-3132084.md) | Servo Wealth Management | Oklahoma City, Oklahoma | CFA | Percentage of assets | | [John Szafranski](https://find.wellspent.co/advisors/john-szafranski.md) | Meliora Capital | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly | | [Nicholas Pointer](https://find.wellspent.co/advisors/nicholas-pointer.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Richard Parry](https://find.wellspent.co/advisors/richard-parry.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Ryan Kruger](https://find.wellspent.co/advisors/ryan-kruger.md) | 10elms | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Alyosha Mertens](https://find.wellspent.co/advisors/alyosha-mertens.md) | Vista Investment Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Anthony Hernandez](https://find.wellspent.co/advisors/anthony-hernandez.md) | L&s Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Beth Lewis](https://find.wellspent.co/advisors/beth-lewis.md) | Access Financial Resources | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Bradford White](https://find.wellspent.co/advisors/bradford-white.md) | 10elms | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Brian Mitchell](https://find.wellspent.co/advisors/brian-mitchell.md) | Mitchell & Pahl Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Brian Talkington](https://find.wellspent.co/advisors/brian-talkington.md) | Scissortail Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Candace Pahl](https://find.wellspent.co/advisors/candace-pahl.md) | Mitchell & Pahl Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Catherine Kessler](https://find.wellspent.co/advisors/catherine-kessler.md) | TAO Private Wealth | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [Chase Anderson](https://find.wellspent.co/advisors/chase-anderson.md) | West Oak Wealth | Weatherford, Oklahoma | | Percentage of assets, Fixed fees | | [Christian Brim](https://find.wellspent.co/advisors/christian-brim.md) | Core Wealth Management | Oklahoma City, Oklahoma | | Percentage of assets | | [Christopher Bogie](https://find.wellspent.co/advisors/christopher-bogie.md) | Scissortail Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Corey Kenedy](https://find.wellspent.co/advisors/corey-kenedy.md) | Entrust Parable Capital | Edmond, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Craig Canard](https://find.wellspent.co/advisors/craig-canard.md) | Hogantaylor Wealth | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Daniel Vise](https://find.wellspent.co/advisors/daniel-vise.md) | FG Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Dawson Willard](https://find.wellspent.co/advisors/dawson-willard.md) | Gibco Capital Advisors | Clinton, Oklahoma | | Percentage of assets, Fixed fees | | [Douglas Scott](https://find.wellspent.co/advisors/douglas-scott.md) | R.J. Cloud Advisors & Company | Bixby, Oklahoma | | Percentage of assets | | [Elizabeth Litts](https://find.wellspent.co/advisors/elizabeth-litts.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Fielding Elseman](https://find.wellspent.co/advisors/fielding-elseman.md) | Sageoak Financial | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Gary McAnally](https://find.wellspent.co/advisors/gary-mcanally.md) | G. Dewayne Mcanally | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Gerald Anderson](https://find.wellspent.co/advisors/gerald-anderson.md) | West Oak Wealth | Weatherford, Oklahoma | | Percentage of assets, Fixed fees | | [Grant Milner](https://find.wellspent.co/advisors/grant-milner.md) | G. Dewayne Mcanally | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jane Davenport](https://find.wellspent.co/advisors/jane-davenport.md) | Vista Investment Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Jason Giblet](https://find.wellspent.co/advisors/jason-giblet.md) | Gibco Capital Advisors | Clinton, Oklahoma | | Percentage of assets, Fixed fees | | [Jenna McAlister](https://find.wellspent.co/advisors/jenna-mcalister.md) | G. Dewayne Mcanally | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jeremy Doorn](https://find.wellspent.co/advisors/jeremy-doorn.md) | Core Wealth Management | Tulsa, Oklahoma | | Percentage of assets | | [Jerry Thurman](https://find.wellspent.co/advisors/jerry-thurman.md) | Vista Investment Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Joey Sager](https://find.wellspent.co/advisors/joey-sager.md) | Venturi Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [John Clerico](https://find.wellspent.co/advisors/john-clerico.md) | Chartmark Investments | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [John Montgomery](https://find.wellspent.co/advisors/john-montgomery-6193684.md) | Invictus Investment Advisors | Lawton, Oklahoma | | Percentage of assets | | [John Taylor](https://find.wellspent.co/advisors/john-taylor-4846081.md) | John H Taylor | Jones, Oklahoma | | Percentage of assets, Hourly | | [Julie Hazzard](https://find.wellspent.co/advisors/julie-hazzard.md) | 10elms | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Julie Skye](https://find.wellspent.co/advisors/julie-skye.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Justin Hart](https://find.wellspent.co/advisors/justin-hart.md) | TAO Private Wealth | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [Kelly Payne](https://find.wellspent.co/advisors/kelly-payne.md) | Step by Step Financial | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Kelsey Cagle](https://find.wellspent.co/advisors/kelsey-cagle.md) | Access Financial Resources | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Kevin Criss](https://find.wellspent.co/advisors/kevin-criss.md) | Scissortail Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Kip Nichols](https://find.wellspent.co/advisors/kip-nichols.md) | Uniting Wealth Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Lacey Roberts](https://find.wellspent.co/advisors/lacey-roberts.md) | Integrity Financial Advisors | Edmond, Oklahoma | | Percentage of assets | | [Laura Isanuk](https://find.wellspent.co/advisors/laura-isanuk.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Lisa Allem](https://find.wellspent.co/advisors/lisa-allem.md) | Scissortail Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Madison Chaney](https://find.wellspent.co/advisors/madison-chaney.md) | L&s Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Makena Minton](https://find.wellspent.co/advisors/makena-minton.md) | Gibco Capital Advisors | Clinton, Oklahoma | | Percentage of assets, Fixed fees | | [Mario Medina Lopez](https://find.wellspent.co/advisors/mario-medina-lopez.md) | The Buffalo Financial Group | Choctaw, Oklahoma | | Percentage of assets | | [Mark Smith](https://find.wellspent.co/advisors/mark-smith.md) | Chartmark Investments | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [Mathew Bacon](https://find.wellspent.co/advisors/mathew-bacon.md) | Hogantaylor Wealth | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Matthew Cloud](https://find.wellspent.co/advisors/matthew-cloud.md) | R.J. Cloud Advisors & Company | Bixby, Oklahoma | | Percentage of assets | | [Meg Gentry](https://find.wellspent.co/advisors/meg-gentry.md) | Chartmark Investments | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [Melissa Whitaker](https://find.wellspent.co/advisors/melissa-whitaker.md) | Venturi Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Michael Finch](https://find.wellspent.co/advisors/michael-finch.md) | 10elms | Altus, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Randall Cloud](https://find.wellspent.co/advisors/randall-cloud.md) | R.J. Cloud Advisors & Company | Bixby, Oklahoma | | Percentage of assets | | [Robert Feller](https://find.wellspent.co/advisors/robert-feller.md) | Zelus Wealth Management | Sayre, Oklahoma | | Percentage of assets, Fixed fees | | [Robert West](https://find.wellspent.co/advisors/robert-west.md) | Midwest Financial Management | Catoosa, Oklahoma | | Percentage of assets | | [Robert Woody](https://find.wellspent.co/advisors/robert-woody.md) | Access Financial Resources | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Ronald Richardson](https://find.wellspent.co/advisors/ronald-richardson.md) | Vista Investment Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Sherry Prader](https://find.wellspent.co/advisors/sherry-prader.md) | Access Financial Resources | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | Showing the first 200 of 205. The full list, page by page: https://find.wellspent.co/locations/us/oklahoma/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).