Financial advisors for retirement planning in Oklahoma
Which financial advisor should I talk to about retirement planning in Oklahoma?
For retirement planning in Oklahoma, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Autumn Knutson of Styled Wealth, Kevin Jacobs of Step By Step Financial LLC and Christi Powell of Perissos Private Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Autumn Knutson Styled Wealth, Tulsa Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Kevin Jacobs Step By Step Financial LLC, Tulsa Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Christi Powell Perissos Private Wealth Management, Bethany Holds the CFP. Fees on file: percentage of assets.
- Cody Murray Stillwater Financial, Stillwater Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Jonathan Pixley Realm Financial Planning, LLC, Tulsa Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- James Diacon Council Oak Wealth Advisors, Tulsa Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Oklahoma work on retirement planning?
The Wellspent public graph lists 56 fee-only advisors for retirement planning in Oklahoma, at 19 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in Oklahoma located?
Of the 56 fee-only advisors for retirement planning in Oklahoma, 36 are in Tulsa, followed by 12 in Oklahoma City and 3 in Edmond.
Plus 1 in other cities.
How do fee-only advisors for retirement planning in Oklahoma charge?
The most common fee among fee-only advisors for retirement planning in Oklahoma is a percentage of assets, used by 96% of the 56 with fees on file. Many use more than one: 64% charge fixed fees and 41% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP. In Oklahoma, 55% of the 56 advisors listed hold the CFP.
- CFP55% in Oklahoma
- The CFP covers income, tax, insurance, and estate decisions together.
How do Oklahoma advisors for retirement planning compare with the rest of the US?
64% of fee-only advisors for retirement planning in Oklahoma charge fixed fees, compared with 47% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Oklahoma. Light bars are all US advisors for retirement planning.
Does Oklahoma tax Social Security?
No. Oklahoma doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Oklahoma?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Oklahoma tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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.
All 56 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Cody Murray Fee only fiduciary financial planning firm working with business owners. | Stillwater Financial | Stillwater | CFP, MBA | Flat fee or retainer, Percentage of assets |
| 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 |
| Scott Logan | HoganTaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jesse Carlucci | Arrow Investment Management | Oklahoma City | CFP, PhD | Percentage of assets, Hourly |
| Christi Powell | Perissos Private Wealth Management | Bethany | CFP | Percentage of assets |
| 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 |
| Adam Leavitt | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Brandon Jaquis | Warburton Capital Management | Tulsa | CFP, CFA | Percentage of assets |
| 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 |
| Drew Garner | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Edward Creegan | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Isaac Hutchins | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Jacob Weatherford | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan Hall | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Joshua Jakubovitz | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Kendall King | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kenneth Petrashek | EverPar Advisors | Tulsa | CFP | Percentage of assets, Fixed fees |
| Kian Rahmanzadeh | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kristen Buchman | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Brandon Vanlandingham | Perissos Private Wealth Management | Bethany | Not listed | Percentage of assets |
| Adam Lee | Castlepoint Wealth Advisors | Oklahoma City | CFA | Percentage of assets, Hourly |
| Luke Spinardi | Integrated Wealth Solutions | Tulsa | CFP | 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 |
| Harry Winston | Winston & Company | Edmond | CFP | Percentage of assets, Fixed fees |
| Jackson Mazzei | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Melinda Warren | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Theodore Hughes | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Alexandra Day | Council Oak Wealth Advisors | 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 |
| David Ellis | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Hunter Breedlove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| John Burrows | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| Kerri Musgrove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Kortland Snowden | Castlepoint Wealth Advisors | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Madison Hicks | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Marshall Fraser | Perspective Advisors | Bartlesville | Not listed | Percentage of assets |
| Michael Flanagan | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Nathan Barham | Perspective Advisors | Bartlesville | Not listed | Percentage of assets |
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