# Financial advisors for retirement planning in Tulsa, Oklahoma > For retirement planning in Tulsa, 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 Jonathan Pixley of Realm Financial Planning, LLC. Page: https://find.wellspent.co/specialties/retirement-planning/oklahoma/tulsa/ 36 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 retirement planning in Tulsa? For retirement planning in Tulsa, 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 Jonathan Pixley of Realm Financial Planning, LLC. - [Autumn Knutson](https://find.wellspent.co/advisors/autumn-knutson/), Styled Wealth, Tulsa City. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Kevin Jacobs](https://find.wellspent.co/advisors/kevin-jacobs/), Step By Step Financial LLC, Tulsa City. Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee. - [Jonathan Pixley](https://find.wellspent.co/advisors/jonathan-pixley/), Realm Financial Planning, LLC, Tulsa City. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee. - [James Diacon](https://find.wellspent.co/advisors/james-diacon/), Council Oak Wealth Advisors, Tulsa City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Brian Grant](https://find.wellspent.co/advisors/brian-grant/), Warburton Capital Management, Tulsa City. Holds the CFP. Fees on file: percentage of assets. - [Kenneth Petrashek](https://find.wellspent.co/advisors/kenneth-petrashek/), EverPar Advisors, Tulsa City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Tulsa work on retirement planning? The Wellspent public graph lists 36 fee-only advisors for retirement planning in Tulsa, at 10 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for retirement planning in Tulsa charge? The most common fee among fee-only advisors for retirement planning in Tulsa is a percentage of assets, used by 94% of the 36 with fees on file. Many use more than one: 67% charge fixed fees and 25% charge by the hour. ## What credentials should a financial advisor for retirement planning have? For retirement planning, look for the CFP. In Tulsa, 47% of the 36 advisors listed hold the CFP. - CFP (47% of advisors listed): The CFP covers income, tax, insurance, and estate decisions together. ## How do Tulsa advisors for retirement planning compare with the rest of the US? 67% of fee-only advisors for retirement planning in Tulsa 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. ## 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 Tulsa? - 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 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. ## 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 | | [Kevin Jacobs](https://find.wellspent.co/advisors/kevin-jacobs.md) | Step By Step Financial LLC | Tulsa, Oklahoma | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Ongoing planning fee | | [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 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 | | [Joshua Jakubovitz](https://find.wellspent.co/advisors/joshua-jakubovitz.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [Kenneth Petrashek](https://find.wellspent.co/advisors/kenneth-petrashek.md) | EverPar Advisors | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees | | [Luke Spinardi](https://find.wellspent.co/advisors/luke-spinardi.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Fixed 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 | | [Theodore Spinardi](https://find.wellspent.co/advisors/theodore-spinardi.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | CFP | 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 | | [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 | | [John Burrows](https://find.wellspent.co/advisors/john-burrows.md) | Council Oak Wealth Advisors | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed 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 | | [Michael Flanagan](https://find.wellspent.co/advisors/michael-flanagan.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Noah Cottman](https://find.wellspent.co/advisors/noah-cottman.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [Timothy Koski](https://find.wellspent.co/advisors/timothy-koski.md) | EverPar Advisors | Tulsa, Oklahoma | | Percentage of assets, Fixed fees | | [Derrick Alexander](https://find.wellspent.co/advisors/derrick-alexander.md) | Greater Works Wealth | Tulsa, Oklahoma | | Percentage of assets, Ongoing planning fee | | [Joshua Herlan](https://find.wellspent.co/advisors/joshua-herlan.md) | Future U Financial | Tulsa, Oklahoma | | Hourly, Ongoing planning fee | | [Mitchell Benefiel](https://find.wellspent.co/advisors/mitchell-benefiel.md) | Integrated Wealth Solutions | Tulsa, Oklahoma | | Percentage of assets, Hourly, Fixed fees | ## Related - [Estate planning in Tulsa](https://find.wellspent.co/specialties/estate-planning/oklahoma/tulsa.md) - [Tax planning in Tulsa](https://find.wellspent.co/specialties/tax-planning/oklahoma/tulsa.md) - [Small business owners in Tulsa](https://find.wellspent.co/specialties/small-business-owners/oklahoma/tulsa.md) - [Founders in Tulsa](https://find.wellspent.co/specialties/founders-pre-exit/oklahoma/tulsa.md) - [Executives in Tulsa](https://find.wellspent.co/audiences/executives/oklahoma/tulsa.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).