Fee-only financial advisors in Oklahoma City, Oklahoma
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Josh Morris Ideal Financial Planning, LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Tyler Gray SageOak Financial, LLC Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Kian Rahmanzadeh Castlepoint Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Eric Nelson Servo Wealth Management Holds the CFA. Fees on file: percentage of assets.
- Janelle Skelton Total Wealth Planning and Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Jeremy Wilcox TOM Johnson Investment Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 73
- Firms
- 26
- Hold the CFP
- 36%
- Other credentials: CFA 8% · CPA 1%
- How they charge (of 73 with fees on file): percentage of assets 99% · fixed fees 86% · hourly 66% · flat fee or retainer 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Oklahoma City by what you need
Find an advisor in Oklahoma by fee, assets, or credential
Questions about fee-only advisors in Oklahoma City
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.
All 73 advisors in Oklahoma City
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Scott Logan | HoganTaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jesse Carlucci | Arrow Investment Management | Oklahoma City | CFP, PhD | Percentage of assets, Hourly |
| Steve Ellis | SageOak Financial, LLC | Oklahoma City | CFP | Flat fee or retainer, Percentage of assets |
| Tyler Gray | SageOak Financial, LLC | Oklahoma City | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Adam Leavitt | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Drew Garner | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Edward Creegan | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jacob Weatherford | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kendall King | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kian Rahmanzadeh | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kristen Buchman | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Adam Lee | Castlepoint Wealth Advisors | Oklahoma City | CFA | Percentage of assets, Hourly |
| Donald Windle | Windle Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jason Hughart | FourPath Capital Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jordan Spencer | Vox Financial Planning | Oklahoma City | CFP | Fixed fees |
| Josh Morris | Ideal Financial Planning, LLC | Oklahoma City | CFP, CPA, PFS | Percentage of assets, Hourly |
| Kortland Snowden | Castlepoint Wealth Advisors | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Scott Morton | FourPath Capital Management | Oklahoma City | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| Michael Freeman | Trilogy Financial Solutions | Oklahoma City | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Julie Mahanay | LIG Capital Management | Oklahoma City | Not listed | Percentage of assets |
| Mark Humphreys | LIG Capital Management | Oklahoma City | 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 |
| Barry Logan | Hogantaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| Douglas Haws | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |
| Eric Nelson | Servo Wealth Management | Oklahoma City | CFA | Percentage of assets |
| Nicholas Pointer | TOM Johnson Investment Management | Oklahoma City | CFA | Percentage of assets, Hourly |
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