Financial advisors for founders in Tulsa, Oklahoma
Which financial advisor should I talk to as a founder in Tulsa?
For founders in Tulsa, 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 Jonathan Pixley of Realm Financial Planning, LLC, James Redman of Gibraltar Capital Management and Jeremy Lott of Trinity Strategic Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Jonathan Pixley Realm Financial Planning, LLC, Tulsa City Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- James Redman Gibraltar Capital Management, Tulsa City Holds the CFA. Fees on file: percentage of assets, hourly.
- Jeremy Lott Trinity Strategic Wealth, Tulsa City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- James Diacon Council Oak Wealth Advisors, Tulsa City Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Tulsa work with founders?
The Wellspent public graph lists 26 fee-only advisors for founders in Tulsa, at 4 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for founders in Tulsa charge?
The most common fee among fee-only advisors for founders in Tulsa is a percentage of assets, used by 100% of the 26 with fees on file. Many use more than one: 73% charge by the hour and 54% charge performance-based fees.
What credentials should a financial advisor for founders have?
For founders, look for the CFP and CFA. In Tulsa, 31% of the 26 advisors listed hold the CFP.
- CFP31% in Tulsa
- The CFP covers life after the exit, not only the sale.
- CFA15% in Tulsa
- The CFA helps with investing a large sum at once.
How do Tulsa advisors for founders compare with the rest of the US?
54% of fee-only advisors for founders in Tulsa 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.
Dark bars are Tulsa. Light bars are all US advisors for founders.
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 Tulsa?
- 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 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 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jonathan Pixley | Realm Financial Planning, LLC | Tulsa | CFP | One-time planning fee, Ongoing planning fee |
| 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 |
| Brian Cunningham | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Daniel Beutel | Council Oak Wealth Advisors | Tulsa | CFP | Percentage of assets, Hourly |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan Wielenga | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Andrew Boyd | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| James Redman | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| McCrary Lowe | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Nathan Lovelle | Council Oak Wealth Advisors | Tulsa | CFA | 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 |
| 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 |
| 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 |
| Mason Rike | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Cropper | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Robert Willis | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Thomas Sullivent | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
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