# Financial advisors for founders in Oklahoma > For founders in Oklahoma, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Cody Murray of Stillwater Financial, Christi Powell of Perissos Private Wealth Management and Jonathan Pixley of Realm Financial Planning, LLC. Page: https://find.wellspent.co/specialties/founders-pre-exit/oklahoma/ 31 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 as a founder in Oklahoma? For founders in Oklahoma, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Cody Murray of Stillwater Financial, Christi Powell of Perissos Private Wealth Management and Jonathan Pixley of Realm Financial Planning, LLC. - [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. - [Christi Powell](https://find.wellspent.co/advisors/christi-powell/), Perissos Private Wealth Management, Bethany. Holds the CFP. Fees on file: percentage of assets. - [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. - [James Redman](https://find.wellspent.co/advisors/james-redman/), Gibraltar Capital Management, Tulsa. Holds the CFA. Fees on file: percentage of assets, hourly. - [Jeremy Lott](https://find.wellspent.co/advisors/jeremy-lott/), Trinity Strategic Wealth, Tulsa. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Scott Logan](https://find.wellspent.co/advisors/scott-logan/), HoganTaylor Wealth, Oklahoma City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Oklahoma work with founders? The Wellspent public graph lists 31 fee-only advisors for founders in Oklahoma, at 7 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Oklahoma located? Of the 31 fee-only advisors for founders in Oklahoma, 26 are in Tulsa, followed by 2 in Bethany and 1 in Stillwater. ## How do fee-only advisors for founders in Oklahoma charge? The most common fee among fee-only advisors for founders in Oklahoma is a percentage of assets, used by 100% of the 31 with fees on file. Many use more than one: 68% charge by the hour and 48% charge performance-based fees. ## What credentials should a financial advisor for founders have? For founders, look for the CFP and CFA. In Oklahoma, 39% of the 31 advisors listed hold the CFP. - CFP (39% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (13% of advisors listed): The CFA helps with investing a large sum at once. ## How do Oklahoma advisors for founders compare with the rest of the US? 48% of fee-only advisors for founders in Oklahoma charge performance-based fees, compared with 7% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Oklahoma? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Oklahoma can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Oklahoma? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How will you plan for Oklahoma tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | | [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 | | [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 | | [Brian Cunningham](https://find.wellspent.co/advisors/brian-cunningham.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Daniel Beutel](https://find.wellspent.co/advisors/daniel-beutel.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees | | [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 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 | | [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 | | [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 | | [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 | | [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 | | [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 | ## 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) - [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) ## 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).