# Fee-only financial advisors in Tulsa, Oklahoma > Start with a fee-only advisor in Tulsa whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Philip Mock of 1522 Financial, Darrell Jayroe of Inspire Investing and Brandon Jaquis of Warburton Capital Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/oklahoma/tulsa/ 92 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 Tulsa? Start with a fee-only advisor in Tulsa whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Philip Mock of 1522 Financial, Darrell Jayroe of Inspire Investing and Brandon Jaquis of Warburton Capital Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Tulsa are there? The Wellspent public graph lists 92 fee-only advisors in Tulsa, at 31 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Tulsa focus on? The most common focus among fee-only advisors in Tulsa is estate planning (44), followed by tax planning (43) and retirement planning (36). Advisors can list more than one. ## How do fee-only advisors in Tulsa charge? The most common fee among fee-only advisors in Tulsa is a percentage of assets, used by 97% of the 92 with fees on file. Many use more than one: 53% charge fixed fees and 50% charge by the hour. ## How many fee-only advisors in Tulsa hold the CFP? 34% of the 92 fee-only advisors in Tulsa 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 Tulsa? 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 | |---|---|---|---|---| | [Autumn Knutson](https://find.wellspent.co/advisors/autumn-knutson.md) | Styled Wealth | Tulsa, Oklahoma | CFP | Ongoing planning fee, One-time planning fee | | [Jonathan Pixley](https://find.wellspent.co/advisors/jonathan-pixley.md) | Realm Financial Planning, LLC | Tulsa, Oklahoma | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Kevin Jacobs](https://find.wellspent.co/advisors/kevin-jacobs.md) | Step By Step Financial LLC | Tulsa, Oklahoma | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Ongoing planning fee | | [Brooklyn Brock](https://find.wellspent.co/advisors/brooklyn-brock.md) | Ellevate Advisors LLC | Tulsa, Oklahoma | CEPA, CFP, ChFC, CKA | Hourly, Fixed fees | | [Harold Moran](https://find.wellspent.co/advisors/harold-moran.md) | Sustainable Advisors Alliance, LLC | Tulsa, Oklahoma | AIF, CeFT, CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Lott](https://find.wellspent.co/advisors/jeremy-lott.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Keith Van Dyke](https://find.wellspent.co/advisors/keith-van-dyke.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Michael Mazzei](https://find.wellspent.co/advisors/michael-mazzei.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Brandon Jaquis](https://find.wellspent.co/advisors/brandon-jaquis.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP, CFA | Percentage of assets | | [Brian Cunningham](https://find.wellspent.co/advisors/brian-cunningham.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Brian Grant](https://find.wellspent.co/advisors/brian-grant.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [Courtney Hoffman](https://find.wellspent.co/advisors/courtney-hoffman.md) | EverPar Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Daniel Beutel](https://find.wellspent.co/advisors/daniel-beutel.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Isaac Hutchins](https://find.wellspent.co/advisors/isaac-hutchins.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [James Diacon](https://find.wellspent.co/advisors/james-diacon.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Jonathan Hall](https://find.wellspent.co/advisors/jonathan-hall.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [Jonathan Wielenga](https://find.wellspent.co/advisors/jonathan-wielenga.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Joshua Jakubovitz](https://find.wellspent.co/advisors/joshua-jakubovitz.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [Kenneth Petrashek](https://find.wellspent.co/advisors/kenneth-petrashek.md) | EverPar Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Andrew Boyd](https://find.wellspent.co/advisors/andrew-boyd.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [James Redman](https://find.wellspent.co/advisors/james-redman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [Luke Spinardi](https://find.wellspent.co/advisors/luke-spinardi.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [McCrary Lowe](https://find.wellspent.co/advisors/mccrary-lowe.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [Michael Christian](https://find.wellspent.co/advisors/michael-christian.md) | EverPar Advisors | Tulsa, Oklahoma | CFA | Percentage of assets, Fixed fees | | [Nathan Lovelle](https://find.wellspent.co/advisors/nathan-lovelle.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Theodore Spinardi](https://find.wellspent.co/advisors/theodore-spinardi.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Callum Raymick](https://find.wellspent.co/advisors/callum-raymick.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Jackson Mazzei](https://find.wellspent.co/advisors/jackson-mazzei.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Taylor Bennett](https://find.wellspent.co/advisors/taylor-bennett.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Aimee Boyer](https://find.wellspent.co/advisors/aimee-boyer.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | CFP | Percentage of assets | | [Alexandra Day](https://find.wellspent.co/advisors/alexandra-day.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Blake Chrisman](https://find.wellspent.co/advisors/blake-chrisman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Bret Breibeck](https://find.wellspent.co/advisors/bret-breibeck.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Bridgette Hodge](https://find.wellspent.co/advisors/bridgette-hodge.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Craig Silberg](https://find.wellspent.co/advisors/craig-silberg.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Darrell Jayroe](https://find.wellspent.co/advisors/darrell-jayroe.md) | Inspire Investing | Tulsa, Oklahoma | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [David Ellis](https://find.wellspent.co/advisors/david-ellis.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Hunter Breedlove](https://find.wellspent.co/advisors/hunter-breedlove.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Jamie Cox](https://find.wellspent.co/advisors/jamie-cox.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [John Burrows](https://find.wellspent.co/advisors/john-burrows.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Jordan King](https://find.wellspent.co/advisors/jordan-king.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Joseph Hoffman](https://find.wellspent.co/advisors/joseph-hoffman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Kerri Musgrove](https://find.wellspent.co/advisors/kerri-musgrove.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Madison Hicks](https://find.wellspent.co/advisors/madison-hicks.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [Mason Rike](https://find.wellspent.co/advisors/mason-rike.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Michael Cropper](https://find.wellspent.co/advisors/michael-cropper.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Michael Flanagan](https://find.wellspent.co/advisors/michael-flanagan.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Noah Cottman](https://find.wellspent.co/advisors/noah-cottman.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [Philip Mock](https://find.wellspent.co/advisors/philip-mock.md) | 1522 Financial | Tulsa, Oklahoma | CFA, CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Robert Willis](https://find.wellspent.co/advisors/robert-willis-7971347.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Thomas Sullivent](https://find.wellspent.co/advisors/thomas-sullivent.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | | [Timothy Koski](https://find.wellspent.co/advisors/timothy-koski.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Derrick Alexander](https://find.wellspent.co/advisors/derrick-alexander.md) | Greater Works Wealth | Tulsa, Oklahoma | | Percentage of assets, Ongoing planning fee | | [Joshua Herlan](https://find.wellspent.co/advisors/joshua-herlan.md) | Future U Financial | Tulsa, Oklahoma | | Hourly, Ongoing planning fee | | [Charles Tines](https://find.wellspent.co/advisors/charles-tines.md) | Tines Capital | Tulsa, Oklahoma | | Percentage of assets | | [Jayme Fowler](https://find.wellspent.co/advisors/jayme-fowler.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | ChFC | Percentage of assets | | [Mitchell Benefiel](https://find.wellspent.co/advisors/mitchell-benefiel.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Anthony Dionisio](https://find.wellspent.co/advisors/anthony-dionisio.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [David Poarch](https://find.wellspent.co/advisors/david-poarch.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [Joel Kantor](https://find.wellspent.co/advisors/joel-kantor.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [Robert Kramer](https://find.wellspent.co/advisors/robert-kramer.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [Robert Moore](https://find.wellspent.co/advisors/robert-moore.md) | Pinnacle Investment Advisors | Tulsa, Oklahoma | | Percentage of assets | | [Austin Bryan](https://find.wellspent.co/advisors/austin-bryan.md) | Hogantaylor Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Biles](https://find.wellspent.co/advisors/brandon-biles.md) | Hogantaylor Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Craig](https://find.wellspent.co/advisors/charles-craig.md) | C.E.C. Wealth Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [Eugene Smith](https://find.wellspent.co/advisors/eugene-smith.md) | Chartmark Investments | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly | | [Krista Strohoffer](https://find.wellspent.co/advisors/krista-strohoffer.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Pamela Brandt](https://find.wellspent.co/advisors/pamela-brandt.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [Subir Grewal](https://find.wellspent.co/advisors/subir-grewal.md) | Washington Square Capital Management | Tulsa, Oklahoma | CFP, CFA | Percentage of assets, Fixed fees | | [John Szafranski](https://find.wellspent.co/advisors/john-szafranski.md) | Meliora Capital | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly | | [Ryan Kruger](https://find.wellspent.co/advisors/ryan-kruger.md) | 10elms | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Fixed fees | | [Bradford White](https://find.wellspent.co/advisors/bradford-white.md) | 10elms | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Brian Talkington](https://find.wellspent.co/advisors/brian-talkington.md) | Scissortail Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Catherine Kessler](https://find.wellspent.co/advisors/catherine-kessler.md) | TAO Private Wealth | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [Christopher Bogie](https://find.wellspent.co/advisors/christopher-bogie.md) | Scissortail Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Craig Canard](https://find.wellspent.co/advisors/craig-canard.md) | Hogantaylor Wealth | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Daniel Vise](https://find.wellspent.co/advisors/daniel-vise.md) | FG Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Elizabeth Litts](https://find.wellspent.co/advisors/elizabeth-litts.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Fielding Elseman](https://find.wellspent.co/advisors/fielding-elseman.md) | Sageoak Financial | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Jeremy Doorn](https://find.wellspent.co/advisors/jeremy-doorn.md) | Core Wealth Management | Tulsa, Oklahoma | | Percentage of assets | | [John Clerico](https://find.wellspent.co/advisors/john-clerico.md) | Chartmark Investments | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [Julie Hazzard](https://find.wellspent.co/advisors/julie-hazzard.md) | 10elms | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Julie Skye](https://find.wellspent.co/advisors/julie-skye.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Justin Hart](https://find.wellspent.co/advisors/justin-hart.md) | TAO Private Wealth | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [Kelly Payne](https://find.wellspent.co/advisors/kelly-payne.md) | Step by Step Financial | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Kevin Criss](https://find.wellspent.co/advisors/kevin-criss.md) | Scissortail Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Laura Isanuk](https://find.wellspent.co/advisors/laura-isanuk.md) | Sustainable Advisors Alliance | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Lisa Allem](https://find.wellspent.co/advisors/lisa-allem.md) | Scissortail Wealth Management | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Mark Smith](https://find.wellspent.co/advisors/mark-smith.md) | Chartmark Investments | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [Mathew Bacon](https://find.wellspent.co/advisors/mathew-bacon.md) | Hogantaylor Wealth | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | | [Meg Gentry](https://find.wellspent.co/advisors/meg-gentry.md) | Chartmark Investments | Tulsa, Oklahoma | | Percentage of assets, Hourly | | [Todd Lang](https://find.wellspent.co/advisors/todd-lang.md) | Vista Investment Partners | Tulsa, Oklahoma | | Percentage of assets, 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).