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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
Aimee Boyer Pinnacle Investment Advisors Tulsa CFP Percentage of assets
Alexandra Day Council Oak Wealth Advisors Tulsa Not listed Percentage of assets, Hourly
Blake Chrisman Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Bret Breibeck Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Bridgette Hodge EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Bryce Turrentine Turrentine Financial Services LLC Stigler CFP Percentage of assets, Hourly
Craig Silberg EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Darrell Jayroe Inspire Investing Tulsa CFP, CFA Percentage of assets, Hourly
David Ellis EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Donald Windle Windle Wealth Oklahoma City CFP Percentage of assets, Hourly
Hunter Breedlove EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Jamie Cox Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Jason Hughart FourPath Capital Management Oklahoma City CFP Percentage of assets, Hourly
John Burrows Council Oak Wealth Advisors Tulsa Not listed Percentage of assets, Hourly
Jonathan Keith Laguna Capital Management Jenks CFP Percentage of assets, Hourly
Jordan King Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Jordan Spencer Vox Financial Planning Oklahoma City CFP Fixed fees
Joseph Hoffman Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Josh Morris Ideal Financial Planning, LLC Oklahoma City CFP, CPA, PFS Percentage of assets, Hourly
Kerri Musgrove EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Kortland Snowden Castlepoint Wealth Advisors Oklahoma City Not listed Percentage of assets, Hourly
Madison Hicks Warburton Capital Management Tulsa Not listed Percentage of assets
Marshall Fraser Perspective Advisors Bartlesville Not listed Percentage of assets
Mason Rike Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Michael Cropper Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Michael Flanagan EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Nathan Barham Perspective Advisors Bartlesville Not listed Percentage of assets
Noah Cottman Warburton Capital Management Tulsa Not listed Percentage of assets
Philip Mock 1522 Financial Tulsa CFA, CFP, CPA Percentage of assets, Hourly
Robert Willis Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Scott Morton FourPath Capital Management Oklahoma City CFP Percentage of assets, Hourly
Thomas Sullivent Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Timothy Koski EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Boston Harris Plan Group Oklahoma City Not listed Percentage of assets, Fixed fees
Dallas Wheeler Plan Group Oklahoma City Not listed Percentage of assets, Fixed fees
Derrick Alexander Greater Works Wealth Tulsa Not listed Percentage of assets, Ongoing planning fee
Harrison Newmark Plan Group Oklahoma City Not listed Percentage of assets, Fixed fees
James Billingsley Plan Group Oklahoma City Not listed Percentage of assets, Fixed fees
Joshua Herlan Future U Financial Tulsa Not listed Hourly, Ongoing planning fee
Luke Stein Plan Group Oklahoma City Not listed Percentage of assets, Fixed fees
Michael White Plan Group Oklahoma City Not listed Percentage of assets, Fixed fees
Spencer Aufenthie Plan Group Oklahoma City Not listed Percentage of assets, Fixed fees
Allen Bynum Financial Management Ardmore Not listed Hourly, One-time planning fee
Amy Hubble Radix Financial Norman CFA Percentage of assets, Fixed fees
Charles Tines Tines Capital Tulsa Not listed Percentage of assets
Daniel Mitchell DM Wealth Management Norman Not listed Percentage of assets
Emilee Tarver DM Wealth Management Norman Not listed Percentage of assets
Jayme Fowler Pinnacle Investment Advisors Tulsa ChFC Percentage of assets
Joshua Hanes Tines Capital Broken Arrow Not listed Percentage of assets
Kayla Tweedy Financial Management Ardmore Not listed Hourly, One-time planning fee

Firms headquartered in Oklahoma (64)

All 64 firms in Oklahoma