Financial advisors for small business owners in Oklahoma
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.
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 Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Bregan Heitz Financial Management, Ardmore Holds the CFP. Fees on file: hourly, one-time planning fee.
- Cody Murray Stillwater Financial, Stillwater Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Christi Powell Perissos Private Wealth Management, Bethany Holds the CFP. Fees on file: percentage of assets.
- Jonathan Wielenga Gibraltar Capital Management, Tulsa Holds the CFP. Fees on file: percentage of assets, hourly.
- 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.
Plus 2 in other cities.
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.
- CFP43% in Oklahoma
- 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.
Dark bars are Oklahoma. Light bars are all US advisors for small business owners.
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.
All 40 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 |
| Jonathan Pixley | Realm Financial Planning, LLC | Tulsa | CFP | One-time planning fee, Ongoing 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 |
| Brooklyn Brock | Ellevate Advisors LLC | Tulsa | CEPA, CFP, ChFC, CKA | Hourly, Fixed fees |
| Christi Powell | Perissos Private Wealth Management | Bethany | CFP | Percentage of assets |
| Brandon Jaquis | Warburton Capital Management | Tulsa | CFP, CFA | Percentage of assets |
| Brian Cunningham | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Brian Grant | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Daniel Beutel | Council Oak Wealth Advisors | Tulsa | CFP | Percentage of assets, Hourly |
| Isaac Hutchins | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan Hall | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Jonathan Wielenga | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Joshua Jakubovitz | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Kelsey Ardies | Gibraltar Capital Management | Edmond | CFP | Percentage of assets, Hourly |
| Brandon Vanlandingham | Perissos Private Wealth Management | Bethany | Not listed | Percentage of assets |
| Andrew Boyd | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Bregan Heitz | Financial Management | Ardmore | CFP | Hourly, One-time planning fee |
| 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 |
| 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 |
| Madison Hicks | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Marshall Fraser | Perspective Advisors | Bartlesville | Not listed | Percentage of assets |
| Mason Rike | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Cropper | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Nathan Barham | Perspective Advisors | Bartlesville | Not listed | Percentage of assets |
| Noah Cottman | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Robert Willis | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Thomas Sullivent | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Allen Bynum | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Kayla Tweedy | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Michael Whitson | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
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