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Wellspent public graph/Locations/United States/Oklahoma
United States

Fee-only advisors in Oklahoma

Fee-only advisors in Tulsa, Oklahoma City and Edmond, plus 18 other cities.

By the numbers

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.

Advisors listed
205
Firms
76
Cities
21
Hold the CFP
34%
  • Other credentials: CFA 9% · CPA 1% · ChFC 2%
  • How they charge (of 205 with fees on file): percentage of assets 96% · fixed fees 62% · hourly 53% · performance-based fees 8%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Oklahoma (205)

Fee-only advisors serving Oklahoma: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Cody Murray Fee only fiduciary financial planning firm working with business owners. Stillwater Financial Stillwater CFP, MBA Flat fee or retainer, Percentage of assets
Autumn Knutson Styled Wealth Tulsa CFP Ongoing planning fee, One-time planning fee
Jonathan Pixley Realm Financial Planning, LLC Tulsa CFP One-time planning fee, Ongoing planning fee
Kevin Jacobs Step By Step Financial LLC Tulsa CFP Flat fee or retainer, One-time planning fee
Scott Logan HoganTaylor Wealth Oklahoma City CFP Percentage of assets, Hourly
Jesse Carlucci Arrow Investment Management Oklahoma City CFP, PhD Percentage of assets, Hourly
Brooklyn Brock Ellevate Advisors LLC Tulsa CEPA, CFP, ChFC, CKA Hourly, Fixed fees
Christi Powell Perissos Private Wealth Management Bethany CFP Percentage of assets
Harold Moran Sustainable Advisors Alliance, LLC Tulsa AIF, CeFT, CFP Percentage of assets, Hourly
Steve Ellis SageOak Financial, LLC Oklahoma City CFP Flat fee or retainer, Percentage of assets
Tyler Gray SageOak Financial, LLC Oklahoma City CFP, MBA Flat fee or retainer, Percentage of assets
Jeremy Lott Trinity Strategic Wealth Tulsa CFP Percentage of assets, Fixed fees
Keith Van Dyke Trinity Strategic Wealth Tulsa CFP Percentage of assets, Fixed fees
Michael Mazzei Trinity Strategic Wealth Tulsa CFP Percentage of assets, Fixed fees
Adam Leavitt Castlepoint Wealth Advisors Oklahoma City CFP Percentage of assets, Hourly
Brandon Jaquis Warburton Capital Management Tulsa CFP, CFA Percentage of assets
Brian Cunningham Gibraltar Capital Management Tulsa CFP Percentage of assets, Hourly
Brian Grant Warburton Capital Management Tulsa CFP Percentage of assets
Courtney Hoffman EverPar Advisors Tulsa CFP Percentage of assets, Fixed fees
Daniel Beutel Council Oak Wealth Advisors Tulsa CFP Percentage of assets, Hourly
Drew Garner Castlepoint Wealth Advisors Oklahoma City CFP Percentage of assets, Hourly
Edward Creegan Castlepoint Wealth Advisors Oklahoma City CFP Percentage of assets, Hourly
Isaac Hutchins Warburton Capital Management Tulsa CFP Percentage of assets
Jacob Weatherford Castlepoint Wealth Advisors Oklahoma City CFP Percentage of assets, Hourly
James Diacon Council Oak Wealth Advisors Tulsa CFP, ChFC Percentage of assets, Hourly
Jonathan Hall Warburton Capital Management Tulsa CFP Percentage of assets
Jonathan Wielenga Gibraltar Capital Management Tulsa CFP Percentage of assets, Hourly
Joshua Jakubovitz Warburton Capital Management Tulsa CFP Percentage of assets
Kelsey Ardies Gibraltar Capital Management Edmond CFP Percentage of assets, Hourly
Kendall King Castlepoint Wealth Advisors Oklahoma City CFP Percentage of assets, Hourly
Kenneth Petrashek EverPar Advisors Tulsa CFP Percentage of assets, Fixed fees
Kian Rahmanzadeh Castlepoint Wealth Advisors Oklahoma City CFP Percentage of assets, Hourly
Kristen Buchman Castlepoint Wealth Advisors Oklahoma City CFP Percentage of assets, Hourly
Brandon Vanlandingham Perissos Private Wealth Management Bethany Not listed Percentage of assets
Adam Lee Castlepoint Wealth Advisors Oklahoma City CFA Percentage of assets, Hourly
Andrew Boyd Gibraltar Capital Management Tulsa CFA Percentage of assets, Hourly
Bregan Heitz Financial Management Ardmore CFP Hourly, One-time planning fee
James Redman Gibraltar Capital Management Tulsa CFA Percentage of assets, Hourly
Luke Spinardi Integrated Wealth Solutions Tulsa CFP Percentage of assets, Hourly
Margaret Doviak DM Wealth Management Norman CFP Percentage of assets
McCrary Lowe Gibraltar Capital Management Tulsa CFA Percentage of assets, Hourly
Michael Christian EverPar Advisors Tulsa CFA Percentage of assets, Fixed fees
Nathan Lovelle Council Oak Wealth Advisors Tulsa CFA Percentage of assets, Hourly
Theodore Spinardi Integrated Wealth Solutions Tulsa CFP Percentage of assets, Hourly
Callum Raymick Trinity Strategic Wealth Tulsa Not listed Percentage of assets, Fixed fees
Harry Winston Winston & Company Edmond CFP Percentage of assets, Fixed fees
Jackson Mazzei Trinity Strategic Wealth Tulsa Not listed Percentage of assets, Fixed fees
Melinda Warren Hughes Warren Edmond CFP Percentage of assets, Hourly
Taylor Bennett Trinity Strategic Wealth Tulsa Not listed Percentage of assets, Fixed fees
Theodore Hughes Hughes Warren Edmond CFP Percentage of assets, Hourly

Firms headquartered in Oklahoma (64)

All 64 firms in Oklahoma