# Financial advisors for family wealth transfer in Oklahoma > For family wealth transfer in Oklahoma, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Christi Powell of Perissos Private Wealth Management, Cody Murray of Stillwater Financial and Brian Cunningham of Gibraltar Capital Management. Page: https://find.wellspent.co/specialties/family-wealth-transfer/oklahoma/ 35 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 passing wealth to the next generation in Oklahoma? For family wealth transfer in Oklahoma, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Christi Powell of Perissos Private Wealth Management, Cody Murray of Stillwater Financial and Brian Cunningham of Gibraltar Capital Management. - [Christi Powell](https://find.wellspent.co/advisors/christi-powell/), Perissos Private Wealth Management, Bethany. Holds the CFP. Fees on file: percentage of assets. - [Cody Murray](https://find.wellspent.co/advisors/cody-murray/), Stillwater Financial, Stillwater. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Brian Cunningham](https://find.wellspent.co/advisors/brian-cunningham/), Gibraltar Capital Management, Tulsa. Holds the CFP. Fees on file: percentage of assets, hourly. - [Courtney Hoffman](https://find.wellspent.co/advisors/courtney-hoffman/), EverPar Advisors, Tulsa. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Harrison Newmark](https://find.wellspent.co/advisors/harrison-newmark/), Plan Group, Oklahoma City. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Oklahoma work on family wealth transfer? The Wellspent public graph lists 35 fee-only advisors for family wealth transfer in Oklahoma, at 5 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Oklahoma located? Of the 35 fee-only advisors for family wealth transfer in Oklahoma, 24 are in Tulsa, followed by 7 in Oklahoma City and 2 in Bethany. ## How do fee-only advisors for family wealth transfer in Oklahoma charge? The most common fee among fee-only advisors for family wealth transfer in Oklahoma is a percentage of assets, used by 100% of the 35 with fees on file. Many use more than one: 49% charge fixed fees and 43% charge by the hour. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Oklahoma, 20% of the 35 advisors listed hold the CFP. - CFP (20% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Oklahoma advisors for family wealth transfer compare with the rest of the US? 20% of fee-only advisors for family wealth transfer in Oklahoma hold the CFP, compared with 36% of the 3,385 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 passing wealth to the next generation in Oklahoma? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer 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 | |---|---|---|---|---| | [Cody Murray](https://find.wellspent.co/advisors/cody-murray.md) | Stillwater Financial | Stillwater, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets | | [Christi Powell](https://find.wellspent.co/advisors/christi-powell.md) | Perissos Private Wealth Management | Bethany, Oklahoma | CFP | 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 | | [Courtney Hoffman](https://find.wellspent.co/advisors/courtney-hoffman.md) | EverPar Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Jonathan Wielenga](https://find.wellspent.co/advisors/jonathan-wielenga.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | ## Related - [Tax planning in Oklahoma](https://find.wellspent.co/specialties/tax-planning/oklahoma.md) - [Estate planning in Oklahoma](https://find.wellspent.co/specialties/estate-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) - [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).