Fee-only financial advisors in Tulsa, Oklahoma
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Philip Mock 1522 Financial Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Darrell Jayroe Inspire Investing Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brandon Jaquis Warburton Capital Management Holds the CFP and CFA. Fees on file: percentage of assets.
- Subir Grewal Washington Square Capital Management Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Autumn Knutson Styled Wealth Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Kevin Jacobs Step By Step Financial LLC Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
By the numbers
- Advisors listed
- 92
- Firms
- 31
- Hold the CFP
- 34%
- Other credentials: CFA 12% · CPA 1% · ChFC 3%
- How they charge (of 92 with fees on file): percentage of assets 97% · fixed fees 53% · hourly 50% · performance-based fees 15%
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 Tulsa by what you need
Find an advisor in Oklahoma by fee, assets, or credential
Questions about fee-only advisors in Tulsa
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.
All 92 advisors in Tulsa
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Autumn Knutson | Styled Wealth | Tulsa | CFP | Ongoing planning fee, One-time planning fee |
| Jonathan Pixley | Realm Financial Planning, LLC | Tulsa | CFP | One-time planning fee, Ongoing planning fee |
| Kevin Jacobs | Step By Step Financial LLC | Tulsa | CFP | Flat fee or retainer, One-time planning fee |
| Brooklyn Brock | Ellevate Advisors LLC | Tulsa | CEPA, CFP, ChFC, CKA | Hourly, Fixed fees |
| Harold Moran | Sustainable Advisors Alliance, LLC | Tulsa | AIF, CeFT, CFP | Percentage of assets, Hourly |
| Jeremy Lott | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Keith Van Dyke | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Michael Mazzei | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Brandon Jaquis | Warburton Capital Management | Tulsa | CFP, CFA | Percentage of assets |
| Brian Cunningham | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Brian Grant | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Courtney Hoffman | EverPar Advisors | Tulsa | CFP | Percentage of assets, Fixed fees |
| Daniel Beutel | Council Oak Wealth Advisors | Tulsa | CFP | Percentage of assets, Hourly |
| Isaac Hutchins | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan Hall | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Jonathan Wielenga | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Joshua Jakubovitz | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Kenneth Petrashek | EverPar Advisors | Tulsa | CFP | Percentage of assets, Fixed fees |
| Andrew Boyd | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| James Redman | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Luke Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| McCrary Lowe | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Michael Christian | EverPar Advisors | Tulsa | CFA | Percentage of assets, Fixed fees |
| Nathan Lovelle | Council Oak Wealth Advisors | Tulsa | CFA | Percentage of assets, Hourly |
| Theodore Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Callum Raymick | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Jackson Mazzei | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Aimee Boyer | Pinnacle Investment Advisors | Tulsa | CFP | Percentage of assets |
| Alexandra Day | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| Blake Chrisman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Bret Breibeck | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Bridgette Hodge | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Craig Silberg | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Darrell Jayroe | Inspire Investing | Tulsa | CFP, CFA | Percentage of assets, Hourly |
| David Ellis | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Hunter Breedlove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Jamie Cox | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| John Burrows | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| Jordan King | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Joseph Hoffman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Kerri Musgrove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Madison Hicks | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Mason Rike | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Cropper | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Flanagan | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Noah Cottman | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Philip Mock | 1522 Financial | Tulsa | CFA, CFP, CPA | Percentage of assets, Hourly |
| Robert Willis | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
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