# Financial advisors for small business owners in Tulsa, Oklahoma > For small business owners in Tulsa, 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, Jonathan Wielenga of Gibraltar Capital Management and James Diacon of Council Oak Wealth Advisors. Page: https://find.wellspent.co/specialties/small-business-owners/oklahoma/tulsa/ 28 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 Tulsa? For small business owners in Tulsa, 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, Jonathan Wielenga of Gibraltar Capital Management and James Diacon of Council Oak Wealth Advisors. - [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. - [Jonathan Wielenga](https://find.wellspent.co/advisors/jonathan-wielenga/), Gibraltar Capital Management, Tulsa City. Holds the CFP. Fees on file: percentage of assets, hourly. - [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. - [Brooklyn Brock](https://find.wellspent.co/advisors/brooklyn-brock/), Ellevate Advisors LLC, Tulsa City. Holds the CFP. Fees on file: hourly, fixed fees. ## How many fee-only financial advisors in Tulsa work with small business owners? The Wellspent public graph lists 28 fee-only advisors for small business owners in Tulsa, at 5 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for small business owners in Tulsa charge? The most common fee among fee-only advisors for small business owners in Tulsa is a percentage of assets, used by 96% of the 28 with fees on file. Many use more than one: 71% charge by the hour and 50% charge performance-based fees. ## What credentials should a financial advisor for small business owners have? For small business owners, look for the CFP. In Tulsa, 39% of the 28 advisors listed hold the CFP. - CFP (39% of advisors listed): The CFP keeps the business in the wider plan. ## How do Tulsa advisors for small business owners compare with the rest of the US? 50% of fee-only advisors for small business owners in Tulsa 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 Tulsa? - 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 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 | |---|---|---|---|---| | [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 | | [Brooklyn Brock](https://find.wellspent.co/advisors/brooklyn-brock.md) | Ellevate Advisors LLC | Tulsa, Oklahoma | CEPA, CFP, ChFC, CKA | Hourly, Fixed fees | | [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 | | [Andrew Boyd](https://find.wellspent.co/advisors/andrew-boyd.md) | Gibraltar Capital Management | Tulsa, Oklahoma | CFA | Percentage of assets, Hourly, Performance-based fees | | [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 | | [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 | | [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 | ## 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) - [Retirement planning in Tulsa](https://find.wellspent.co/specialties/retirement-planning/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).