Fee-only advisors in Oklahoma

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 October 30, 2026. Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology