# Fee-only financial advisors in Oklahoma City, Oklahoma > Start with a fee-only advisor in Oklahoma City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Josh Morris of Ideal Financial Planning, LLC, Tyler Gray of SageOak Financial, LLC and Kian Rahmanzadeh of Castlepoint Wealth Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/oklahoma/oklahoma-city/ 73 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Oklahoma City? Start with a fee-only advisor in Oklahoma City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Josh Morris of Ideal Financial Planning, LLC, Tyler Gray of SageOak Financial, LLC and Kian Rahmanzadeh of Castlepoint Wealth Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Oklahoma City are there? The Wellspent public graph lists 73 fee-only advisors in Oklahoma City, at 26 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Oklahoma City focus on? The most common focus among fee-only advisors in Oklahoma City is tax planning (17), followed by retirement planning (12) and estate planning (9). Advisors can list more than one. ## How do fee-only advisors in Oklahoma City charge? The most common fee among fee-only advisors in Oklahoma City is a percentage of assets, used by 99% of the 73 with fees on file. Many use more than one: 86% charge fixed fees and 66% charge by the hour. ## How many fee-only advisors in Oklahoma City hold the CFP? 36% of the 73 fee-only advisors in Oklahoma City hold the CFP certification, based on the credentials listed on each record. ## Does Oklahoma tax income on top of federal tax? Yes. Oklahoma has a state income tax, so a financial plan for a Oklahoma resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Oklahoma City? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Scott Logan](https://find.wellspent.co/advisors/scott-logan.md) | HoganTaylor Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jesse Carlucci](https://find.wellspent.co/advisors/jesse-carlucci.md) | Arrow Investment Management | Oklahoma City, Oklahoma | CFP, PhD | Percentage of assets, Hourly | | [Steve Ellis](https://find.wellspent.co/advisors/steve-ellis.md) | SageOak Financial, LLC | Oklahoma City, Oklahoma | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Tyler Gray](https://find.wellspent.co/advisors/tyler-gray.md) | SageOak Financial, LLC | Oklahoma City, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Adam Leavitt](https://find.wellspent.co/advisors/adam-leavitt.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Drew Garner](https://find.wellspent.co/advisors/drew-garner.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Edward Creegan](https://find.wellspent.co/advisors/edward-creegan.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob Weatherford](https://find.wellspent.co/advisors/jacob-weatherford.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Kendall King](https://find.wellspent.co/advisors/kendall-king.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Kian Rahmanzadeh](https://find.wellspent.co/advisors/kian-rahmanzadeh.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristen Buchman](https://find.wellspent.co/advisors/kristen-buchman.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Lee](https://find.wellspent.co/advisors/adam-lee.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Donald Windle](https://find.wellspent.co/advisors/donald-windle.md) | Windle Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Hughart](https://find.wellspent.co/advisors/jason-hughart.md) | FourPath Capital Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan Spencer](https://find.wellspent.co/advisors/jordan-spencer.md) | Vox Financial Planning | Oklahoma City, Oklahoma | CFP | Fixed fees | | [Josh Morris](https://find.wellspent.co/advisors/josh-morris.md) | Ideal Financial Planning, LLC | Oklahoma City, Oklahoma | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [Kortland Snowden](https://find.wellspent.co/advisors/kortland-snowden.md) | Castlepoint Wealth Advisors | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Scott Morton](https://find.wellspent.co/advisors/scott-morton.md) | FourPath Capital Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Boston Harris](https://find.wellspent.co/advisors/boston-harris.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Dallas Wheeler](https://find.wellspent.co/advisors/dallas-wheeler.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Harrison Newmark](https://find.wellspent.co/advisors/harrison-newmark.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [James Billingsley](https://find.wellspent.co/advisors/james-billingsley.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Luke Stein](https://find.wellspent.co/advisors/luke-stein.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Michael White](https://find.wellspent.co/advisors/michael-white-6366732.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Spencer Aufenthie](https://find.wellspent.co/advisors/spencer-aufenthie.md) | Plan Group | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Michael Freeman](https://find.wellspent.co/advisors/michael-freeman.md) | Trilogy Financial Solutions | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Arlis Reuter](https://find.wellspent.co/advisors/arlis-reuter.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Ashley Turner](https://find.wellspent.co/advisors/ashley-turner.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Chris Lorenzen](https://find.wellspent.co/advisors/chris-lorenzen.md) | LIG Capital Management | Oklahoma City, Oklahoma | | Percentage of assets | | [Holly Gooch](https://find.wellspent.co/advisors/holly-gooch.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey James](https://find.wellspent.co/advisors/jeffrey-james.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Pope](https://find.wellspent.co/advisors/jeffrey-pope.md) | FourPath Capital Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Julie Mahanay](https://find.wellspent.co/advisors/julie-mahanay.md) | LIG Capital Management | Oklahoma City, Oklahoma | | Percentage of assets | | [Mark Humphreys](https://find.wellspent.co/advisors/mark-humphreys.md) | LIG Capital Management | Oklahoma City, Oklahoma | | Percentage of assets | | [Shea Brown](https://find.wellspent.co/advisors/shea-brown.md) | Windle Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Stuart McCuan](https://find.wellspent.co/advisors/stuart-mccuan.md) | LIG Capital Management | Oklahoma City, Oklahoma | | Percentage of assets | | [Andrew Oster](https://find.wellspent.co/advisors/andrew-oster.md) | Triton Financial Group | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Barry Logan](https://find.wellspent.co/advisors/barry-logan.md) | Hogantaylor Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [David Evans](https://find.wellspent.co/advisors/david-evans.md) | Comprehensive Financial Planning | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly | | [David Ortiz](https://find.wellspent.co/advisors/david-ortiz.md) | L&s Private Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Janelle Skelton](https://find.wellspent.co/advisors/janelle-skelton.md) | Total Wealth Planning and Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Ashford](https://find.wellspent.co/advisors/jeffrey-ashford.md) | Access Financial Resources | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Wilcox](https://find.wellspent.co/advisors/jeremy-wilcox.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Joanna McCall](https://find.wellspent.co/advisors/joanna-mccall.md) | Wealth Management Solutions | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Troy Jones](https://find.wellspent.co/advisors/troy-jones.md) | Access Financial Resources | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [William Atkinson](https://find.wellspent.co/advisors/william-atkinson.md) | Access Financial Resources | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Cory Robinson](https://find.wellspent.co/advisors/cory-robinson.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Douglas Haws](https://find.wellspent.co/advisors/douglas-haws.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Eric Nelson](https://find.wellspent.co/advisors/eric-nelson-3132084.md) | Servo Wealth Management | Oklahoma City, Oklahoma | CFA | Percentage of assets | | [Nicholas Pointer](https://find.wellspent.co/advisors/nicholas-pointer.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Richard Parry](https://find.wellspent.co/advisors/richard-parry.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Alyosha Mertens](https://find.wellspent.co/advisors/alyosha-mertens.md) | Vista Investment Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Anthony Hernandez](https://find.wellspent.co/advisors/anthony-hernandez.md) | L&s Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Beth Lewis](https://find.wellspent.co/advisors/beth-lewis.md) | Access Financial Resources | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Brian Mitchell](https://find.wellspent.co/advisors/brian-mitchell.md) | Mitchell & Pahl Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Candace Pahl](https://find.wellspent.co/advisors/candace-pahl.md) | Mitchell & Pahl Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Christian Brim](https://find.wellspent.co/advisors/christian-brim.md) | Core Wealth Management | Oklahoma City, Oklahoma | | Percentage of assets | | [Gary McAnally](https://find.wellspent.co/advisors/gary-mcanally.md) | G. Dewayne Mcanally | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Grant Milner](https://find.wellspent.co/advisors/grant-milner.md) | G. Dewayne Mcanally | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jane Davenport](https://find.wellspent.co/advisors/jane-davenport.md) | Vista Investment Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Jenna McAlister](https://find.wellspent.co/advisors/jenna-mcalister.md) | G. Dewayne Mcanally | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jerry Thurman](https://find.wellspent.co/advisors/jerry-thurman.md) | Vista Investment Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Joey Sager](https://find.wellspent.co/advisors/joey-sager.md) | Venturi Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Kelsey Cagle](https://find.wellspent.co/advisors/kelsey-cagle.md) | Access Financial Resources | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Kip Nichols](https://find.wellspent.co/advisors/kip-nichols.md) | Uniting Wealth Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Madison Chaney](https://find.wellspent.co/advisors/madison-chaney.md) | L&s Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Melissa Whitaker](https://find.wellspent.co/advisors/melissa-whitaker.md) | Venturi Private Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Robert Woody](https://find.wellspent.co/advisors/robert-woody.md) | Access Financial Resources | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Ronald Richardson](https://find.wellspent.co/advisors/ronald-richardson.md) | Vista Investment Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Sherry Prader](https://find.wellspent.co/advisors/sherry-prader.md) | Access Financial Resources | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Steven Hawes](https://find.wellspent.co/advisors/steven-hawes.md) | Vista Investment Partners | Oklahoma City, Oklahoma | | Percentage of assets, Fixed fees | | [Virginia Davis](https://find.wellspent.co/advisors/virginia-davis.md) | TOM Johnson Investment Management | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Weston Cunningham](https://find.wellspent.co/advisors/weston-cunningham.md) | Hogantaylor Wealth | Oklahoma City, Oklahoma | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).