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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
Brian Talkington Scissortail Wealth Management Tulsa Not listed Percentage of assets, Fixed fees
Candace Pahl Mitchell & Pahl Private Wealth Oklahoma City Not listed Percentage of assets, Hourly
Catherine Kessler TAO Private Wealth Tulsa Not listed Percentage of assets, Hourly
Chase Anderson West Oak Wealth Weatherford Not listed Percentage of assets, Fixed fees
Christian Brim Core Wealth Management Oklahoma City Not listed Percentage of assets
Christopher Bogie Scissortail Wealth Management Tulsa Not listed Percentage of assets, Fixed fees
Corey Kenedy Entrust Parable Capital Edmond Not listed Percentage of assets, Hourly
Craig Canard Hogantaylor Wealth Tulsa Not listed Percentage of assets, Hourly
Daniel Vise FG Wealth Management Tulsa Not listed Percentage of assets, Fixed fees
Dawson Willard Gibco Capital Advisors Clinton Not listed Percentage of assets, Fixed fees
Douglas Scott R.J. Cloud Advisors & Company Bixby Not listed Percentage of assets
Elizabeth Litts Sustainable Advisors Alliance Tulsa Not listed Percentage of assets, Hourly
Fielding Elseman Sageoak Financial Tulsa Not listed Percentage of assets, Fixed fees
Gary McAnally G. Dewayne Mcanally Oklahoma City Not listed Percentage of assets, Hourly
Gerald Anderson West Oak Wealth Weatherford Not listed Percentage of assets, Fixed fees
Grant Milner G. Dewayne Mcanally Oklahoma City Not listed Percentage of assets, Hourly
Jane Davenport Vista Investment Partners Oklahoma City Not listed Percentage of assets, Fixed fees
Jason Giblet Gibco Capital Advisors Clinton Not listed Percentage of assets, Fixed fees
Jenna McAlister G. Dewayne Mcanally Oklahoma City Not listed Percentage of assets, Hourly
Jeremy Doorn Core Wealth Management Tulsa Not listed Percentage of assets
Jerry Thurman Vista Investment Partners Oklahoma City Not listed Percentage of assets, Fixed fees
Joey Sager Venturi Private Wealth Oklahoma City Not listed Percentage of assets, Hourly
John Clerico Chartmark Investments Tulsa Not listed Percentage of assets, Hourly
John Montgomery Invictus Investment Advisors Lawton Not listed Percentage of assets
John Taylor John H Taylor Jones Not listed Percentage of assets, Hourly
Julie Hazzard 10elms Tulsa Not listed Percentage of assets, Hourly
Julie Skye Sustainable Advisors Alliance Tulsa Not listed Percentage of assets, Hourly
Justin Hart TAO Private Wealth Tulsa Not listed Percentage of assets, Hourly
Kelly Payne Step by Step Financial Tulsa Not listed Percentage of assets, Fixed fees
Kelsey Cagle Access Financial Resources Oklahoma City Not listed Percentage of assets, Hourly
Kevin Criss Scissortail Wealth Management Tulsa Not listed Percentage of assets, Fixed fees
Kip Nichols Uniting Wealth Partners Oklahoma City Not listed Percentage of assets, Fixed fees
Lacey Roberts Integrity Financial Advisors Edmond Not listed Percentage of assets
Laura Isanuk Sustainable Advisors Alliance Tulsa Not listed Percentage of assets, Hourly
Lisa Allem Scissortail Wealth Management Tulsa Not listed Percentage of assets, Fixed fees
Madison Chaney L&s Private Wealth Oklahoma City Not listed Percentage of assets, Fixed fees
Makena Minton Gibco Capital Advisors Clinton Not listed Percentage of assets, Fixed fees
Mario Medina Lopez The Buffalo Financial Group Choctaw Not listed Percentage of assets
Mark Smith Chartmark Investments Tulsa Not listed Percentage of assets, Hourly
Mathew Bacon Hogantaylor Wealth Tulsa Not listed Percentage of assets, Hourly
Matthew Cloud R.J. Cloud Advisors & Company Bixby Not listed Percentage of assets
Meg Gentry Chartmark Investments Tulsa Not listed Percentage of assets, Hourly
Melissa Whitaker Venturi Private Wealth Oklahoma City Not listed Percentage of assets, Hourly
Michael Finch 10elms Altus Not listed Percentage of assets, Hourly
Randall Cloud R.J. Cloud Advisors & Company Bixby Not listed Percentage of assets
Robert Feller Zelus Wealth Management Sayre Not listed Percentage of assets, Fixed fees
Robert West Midwest Financial Management Catoosa Not listed Percentage of assets
Robert Woody Access Financial Resources Oklahoma City Not listed Percentage of assets, Hourly
Ronald Richardson Vista Investment Partners Oklahoma City Not listed Percentage of assets, Fixed fees
Sherry Prader Access Financial Resources Oklahoma City Not listed Percentage of assets, Hourly

Firms headquartered in Oklahoma (64)

All 64 firms in Oklahoma