# Financial advisors for small business owners in Oklahoma > For small business owners in Oklahoma, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Jonathan Pixley of Realm Financial Planning, LLC, Bregan Heitz of Financial Management and Cody Murray of Stillwater Financial. Page: https://find.wellspent.co/specialties/small-business-owners/oklahoma/ 40 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 small business owner in Oklahoma? For small business owners in Oklahoma, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Jonathan Pixley of Realm Financial Planning, LLC, Bregan Heitz of Financial Management and Cody Murray of Stillwater Financial. - [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. - [Bregan Heitz](https://find.wellspent.co/advisors/bregan-heitz/), Financial Management, Ardmore. Holds the CFP. Fees on file: hourly, one-time planning fee. - [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 Wielenga](https://find.wellspent.co/advisors/jonathan-wielenga/), Gibraltar Capital Management, Tulsa. Holds the CFP. Fees on file: percentage of assets, hourly. - [James Diacon](https://find.wellspent.co/advisors/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 with small business owners? The Wellspent public graph lists 40 fee-only advisors for small business owners in Oklahoma, at 11 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for small business owners in Oklahoma located? Of the 40 fee-only advisors for small business owners in Oklahoma, 28 are in Tulsa, followed by 4 in Ardmore and 2 in Oklahoma City. ## How do fee-only advisors for small business owners in Oklahoma charge? The most common fee among fee-only advisors for small business owners in Oklahoma is a percentage of assets, used by 88% of the 40 with fees on file. Many use more than one: 68% charge by the hour and 38% charge performance-based fees. ## What credentials should a financial advisor for small business owners have? For small business owners, look for the CFP. In Oklahoma, 43% of the 40 advisors listed hold the CFP. - CFP (43% of advisors listed): The CFP keeps the business in the wider plan. ## How do Oklahoma advisors for small business owners compare with the rest of the US? 38% of fee-only advisors for small business owners in Oklahoma charge performance-based fees, compared with 4% of the 2,851 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 should I ask a financial advisor as a small business owner in Oklahoma? - Which retirement plan would you set up for my business, and why? - How would you set my salary against distributions? - How much of my net worth should stay in the business? - How do you plan for an eventual sale or succession? - How will you plan for Oklahoma tax alongside federal tax? ## How current is this list of fee-only advisors for small business owners 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 | | [Jesse Carlucci](https://find.wellspent.co/advisors/jesse-carlucci.md) | Arrow Investment Management | Oklahoma City, Oklahoma | CFP, PhD | Percentage of assets, Hourly | | [Brooklyn Brock](https://find.wellspent.co/advisors/brooklyn-brock.md) | Ellevate Advisors LLC | Tulsa, Oklahoma | CEPA, CFP, ChFC, CKA | Hourly, Fixed fees | | [Christi Powell](https://find.wellspent.co/advisors/christi-powell.md) | Perissos Private Wealth Management | Bethany, Oklahoma | CFP | Percentage of assets | | [Brandon Jaquis](https://find.wellspent.co/advisors/brandon-jaquis.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP, CFA | 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 | | [Brian Grant](https://find.wellspent.co/advisors/brian-grant.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [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 | | [Jonathan Wielenga](https://find.wellspent.co/advisors/jonathan-wielenga.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets, Hourly, Performance-based fees | | [Joshua Jakubovitz](https://find.wellspent.co/advisors/joshua-jakubovitz.md) | Warburton Capital Management | Tulsa, Oklahoma | CFP | Percentage of assets | | [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 | | [Bregan Heitz](https://find.wellspent.co/advisors/bregan-heitz.md) | Financial Management | Ardmore, Oklahoma | CFP | Hourly, One-time planning fee | | [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 | | [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 | | [Madison Hicks](https://find.wellspent.co/advisors/madison-hicks.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [Marshall Fraser](https://find.wellspent.co/advisors/marshall-fraser.md) | Perspective Advisors | Bartlesville, Oklahoma | | Percentage of assets | | [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 | | [Nathan Barham](https://find.wellspent.co/advisors/nathan-barham.md) | Perspective Advisors | Bartlesville, Oklahoma | | Percentage of assets | | [Noah Cottman](https://find.wellspent.co/advisors/noah-cottman.md) | Warburton Capital Management | Tulsa, Oklahoma | | Percentage of assets | | [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 | | [Allen Bynum](https://find.wellspent.co/advisors/allen-bynum.md) | Financial Management | Ardmore, Oklahoma | | Hourly, One-time planning fee | | [Kayla Tweedy](https://find.wellspent.co/advisors/kayla-tweedy.md) | Financial Management | Ardmore, Oklahoma | | Hourly, One-time planning fee | | [Michael Whitson](https://find.wellspent.co/advisors/michael-whitson.md) | Financial Management | Ardmore, Oklahoma | | Hourly, One-time planning fee | ## 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) - [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) - [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).