# Financial advisors for estate planning in Oklahoma > For estate planning in Oklahoma, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Autumn Knutson of Styled Wealth, Jonathan Pixley of Realm Financial Planning, LLC and Bregan Heitz of Financial Management. Page: https://find.wellspent.co/specialties/estate-planning/oklahoma/ 62 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Oklahoma? For estate planning in Oklahoma, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Autumn Knutson of Styled Wealth, Jonathan Pixley of Realm Financial Planning, LLC and Bregan Heitz of Financial Management. - [Autumn Knutson](https://find.wellspent.co/advisors/autumn-knutson/), Styled Wealth, Tulsa. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Jonathan Pixley](https://find.wellspent.co/advisors/jonathan-pixley/), Realm Financial Planning, LLC, Tulsa. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee. - [Bregan Heitz](https://find.wellspent.co/advisors/bregan-heitz/), Financial Management, Ardmore. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Christi Powell](https://find.wellspent.co/advisors/christi-powell/), Perissos Private Wealth Management, Bethany. Holds the CFP. Fees on file: percentage of assets. - [Isaac Hutchins](https://find.wellspent.co/advisors/isaac-hutchins/), Warburton Capital Management, Tulsa. Holds the CFP. Fees on file: percentage of assets. - [Kenneth Petrashek](https://find.wellspent.co/advisors/kenneth-petrashek/), EverPar Advisors, Tulsa. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Oklahoma work on estate planning? The Wellspent public graph lists 62 fee-only advisors for estate planning in Oklahoma, at 13 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in Oklahoma located? Of the 62 fee-only advisors for estate planning in Oklahoma, 44 are in Tulsa, followed by 9 in Oklahoma City and 4 in Ardmore. ## How do fee-only advisors for estate planning in Oklahoma charge? The most common fee among fee-only advisors for estate planning in Oklahoma is a percentage of assets, used by 92% of the 62 with fees on file. Many use more than one: 47% charge fixed fees and 42% charge by the hour. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Oklahoma, 34% of the 62 advisors listed hold the CFP. - CFP (34% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Oklahoma advisors for estate planning compare with the rest of the US? 34% of fee-only advisors for estate planning in Oklahoma hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Oklahoma have an estate or inheritance tax? No. Oklahoma has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about estate planning in Oklahoma? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for estate planning in Oklahoma? 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 | | [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 | | [Christi Powell](https://find.wellspent.co/advisors/christi-powell.md) | Perissos Private Wealth Management | Bethany, Oklahoma | CFP | Percentage of assets | | [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 | | [Kelsey Ardies](https://find.wellspent.co/advisors/kelsey-ardies.md) | Gibraltar Capital Management | Edmond, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Kenneth Petrashek](https://find.wellspent.co/advisors/kenneth-petrashek.md) | EverPar Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Brandon Vanlandingham](https://find.wellspent.co/advisors/brandon-vanlandingham.md) | Perissos Private Wealth Management | Bethany, Oklahoma | | Percentage of assets | | [Andrew Boyd](https://find.wellspent.co/advisors/andrew-boyd.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [Bregan Heitz](https://find.wellspent.co/advisors/bregan-heitz.md) | Financial Management | Ardmore, Oklahoma | CFP | Hourly, One-time planning fee | | [James Redman](https://find.wellspent.co/advisors/james-redman.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based 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 | | [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 | | [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 | | [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 | | [Marshall Fraser](https://find.wellspent.co/advisors/marshall-fraser.md) | Perspective Advisors | Bartlesville, 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 | | [Nathan Barham](https://find.wellspent.co/advisors/nathan-barham.md) | Perspective Advisors | Bartlesville, Oklahoma | | Percentage of assets | | [Noah Cottman](https://find.wellspent.co/advisors/noah-cottman.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [Robert Willis](https://find.wellspent.co/advisors/robert-willis-7971347.md) | Gibraltar Capital Management | Tulsa, Oklahoma | | Percentage of assets, Hourly, Performance-based fees | Showing the first 50 of 62. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/oklahoma/?page=2 ## Related - [Tax planning in Oklahoma](https://find.wellspent.co/specialties/tax-planning/oklahoma.md) - [Retirement planning in Oklahoma](https://find.wellspent.co/specialties/retirement-planning/oklahoma.md) - [Small business owners in Oklahoma](https://find.wellspent.co/specialties/small-business-owners/oklahoma.md) - [Family wealth transfer in Oklahoma](https://find.wellspent.co/specialties/family-wealth-transfer/oklahoma.md) - [Executives in Oklahoma](https://find.wellspent.co/audiences/executives/oklahoma.md) - [Founders in Oklahoma](https://find.wellspent.co/specialties/founders-pre-exit/oklahoma.md) ## 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).