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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
Michael Whitson Financial Management Ardmore Not listed Hourly, One-time planning fee
Mitchell Benefiel Integrated Wealth Solutions Tulsa Not listed Percentage of assets, Hourly
Michael Freeman Trilogy Financial Solutions Oklahoma City Not listed Percentage of assets, Hourly
Anthony Dionisio Pinnacle Investment Advisors Tulsa Not listed Percentage of assets
Arlis Reuter FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Ashley Turner FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Chris Lorenzen LIG Capital Management Oklahoma City Not listed Percentage of assets
David Poarch Pinnacle Investment Advisors Tulsa Not listed Percentage of assets
Holly Gooch FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Jeffrey James FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Jeffrey Pope FourPath Capital Management Oklahoma City Not listed Percentage of assets, Hourly
Joel Kantor Pinnacle Investment Advisors Tulsa Not listed Percentage of assets
Julie Mahanay LIG Capital Management Oklahoma City Not listed Percentage of assets
Mark Humphreys LIG Capital Management Oklahoma City Not listed Percentage of assets
Robert Kramer Pinnacle Investment Advisors Tulsa Not listed Percentage of assets
Robert Moore Pinnacle Investment Advisors Tulsa Not listed Percentage of assets
Shea Brown Windle Wealth Oklahoma City Not listed Percentage of assets, Hourly
Stuart McCuan LIG Capital Management Oklahoma City Not listed Percentage of assets
Andrew Oster Triton Financial Group Oklahoma City CFP Percentage of assets, Hourly
Austin Bryan Hogantaylor Wealth Tulsa CFP Percentage of assets, Hourly
Barry Logan Hogantaylor Wealth Oklahoma City CFP Percentage of assets, Hourly
Brandon Biles Hogantaylor Wealth Tulsa CFP Percentage of assets, Hourly
Charles Craig C.E.C. Wealth Management Tulsa CFP Percentage of assets
David Evans Comprehensive Financial Planning Oklahoma City CFP Percentage of assets, Hourly
David Ortiz L&s Private Wealth Oklahoma City CFP Percentage of assets, Fixed fees
Eugene Smith Chartmark Investments Tulsa CFP Percentage of assets, Hourly
Janelle Skelton Total Wealth Planning and Management Oklahoma City CFP Percentage of assets, Hourly
Jeffrey Ashford Access Financial Resources Oklahoma City CFP Percentage of assets, Hourly
Jeremy Wilcox TOM Johnson Investment Management Oklahoma City CFP Percentage of assets, Hourly
Joanna McCall Wealth Management Solutions Oklahoma City CFP Percentage of assets, Hourly
Krista Strohoffer Sustainable Advisors Alliance Tulsa CFP Percentage of assets, Hourly
Pamela Brandt Sustainable Advisors Alliance Tulsa CFP Percentage of assets, Hourly
Shanda Sullivan Aspen Wealth Planners Broken Arrow CFP Percentage of assets, Hourly
Steven Conkin Conkin Financial Group Edmond CFP, ChFC Percentage of assets, Fixed fees
Subir Grewal Washington Square Capital Management Tulsa CFP, CFA Percentage of assets, Fixed fees
Troy Jones Access Financial Resources Oklahoma City CFP Percentage of assets, Hourly
William Atkinson Access Financial Resources Oklahoma City CFP Percentage of assets, Hourly
Cory Robinson TOM Johnson Investment Management Oklahoma City CFA Percentage of assets, Hourly
David Shoesmith Wealth Management Solutions Claremore ChFC Percentage of assets, Hourly
Douglas Haws TOM Johnson Investment Management Oklahoma City CFA Percentage of assets, Hourly
Eric Nelson Servo Wealth Management Oklahoma City CFA Percentage of assets
John Szafranski Meliora Capital Tulsa CFA Percentage of assets, Hourly
Nicholas Pointer TOM Johnson Investment Management Oklahoma City CFA Percentage of assets, Hourly
Richard Parry TOM Johnson Investment Management Oklahoma City CFA Percentage of assets, Hourly
Ryan Kruger 10elms Tulsa CFA Percentage of assets, Hourly
Alyosha Mertens Vista Investment Partners Oklahoma City Not listed Percentage of assets, Fixed fees
Anthony Hernandez L&s Private Wealth Oklahoma City Not listed Percentage of assets, Fixed fees
Beth Lewis Access Financial Resources Oklahoma City Not listed Percentage of assets, Hourly
Bradford White 10elms Tulsa Not listed Percentage of assets, Hourly
Brian Mitchell Mitchell & Pahl Private Wealth Oklahoma City Not listed Percentage of assets, Hourly

Firms headquartered in Oklahoma (64)

All 64 firms in Oklahoma