Fee-OnlyFinder

Advisers in Oklahoma

124 advisers in 17 Oklahoma cities, 124 registered with SEC or state.

Financial planning (88)Hourly fees (63)Flat / fixed fees (75)% of assets managed (121)Retirement plan consulting (51)

Cities

Tulsa47 advisersOklahoma City40 advisersEdmond13 advisersBartlesville5 advisersNorman4 advisersStillwater2 advisersClinton2 advisersBethany2 advisersPonca City1 adviserMcAlester1 adviserArdmore1 adviserDurant1 adviserSapulpa1 adviserBixby1 adviserStigler1 adviserBroken Arrow1 adviserNichols Hills1 adviser

Top advisers in Oklahoma

10elms LLP2506-B East 21st Street · Tulsa, OK 74114 · (918) 812-7998 · Financial planningCRD 323398 · % of assets, Hourly charges, Fixed fees · $120.6 million AUMSEC registeredNo commissions reportedA-Team Financial Investments10307 Greenbriar Parkway · Oklahoma City, OK 73159 · (405) 378-2487 · % of assets managedCRD 298219 · % of assets · $44.7 million AUMState registeredNo commissions reportedAccess Advisory Group LLC6440 Avondale Dr., Suite 210 · Oklahoma City, OK 73116 · (405) 418-4026 · Financial planningCRD 149048 · % of assets, Hourly charges, Fixed fees · $38.2 million AUMState registeredNo commissions reportedAccess Financial Resources INC.3621 Nw 63rd Street, Suite A-1 · Oklahoma City, OK 73116 · (405) 848-9826 · Financial planningCRD 109495 · % of assets, Hourly charges, Fixed fees · $410.6 million AUMSEC registeredNo commissions reportedAdaptation Financial Advisors INC.700 Cedar Lake Blvd · Oklahoma City, OK 73114 · (972) 774-0700 · Financial planningCRD 309192 · % of assets, Hourly charges, Fixed fees · $233.6 million AUMSEC registeredNo commissions reportedAllegiant Wealth Advisors, LLC4200 East Skelly Drive, Suite 620 · Tulsa, OK 74135 · (918) 623-4500 · Financial planningCRD 330239 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedAmeritrust Investment Advisors INC4506 S Harvard Ave · Tulsa, OK 74135 · (918) 610-8080 · Financial planningCRD 108589 · % of assets, Hourly charges, Fixed fees · $52.4 million AUMState registeredNo commissions reportedArchambo Financial Advisors, INC.310 South Osage · Bartlesville, OK 74003 · (918) 336-2222 · Financial planningCRD 129927 · % of assets, Hourly charges, Fixed fees · $163.1 million AUMSEC registeredNo commissions reportedArrow Investment Management LLC3030 Nw Expressway, Suite 300 · Oklahoma City, OK 73112 · (405) 509-8198 · Financial planningCRD 299972 · % of assets, Hourly charges · $58.9 million AUMState registeredNo commissions reportedAsset Management Advisors, LLC6307 Waterford Blvd., Suite 200 · Oklahoma City, OK 73118 · (405) 842-1881 · % of assets managedCRD 111309 · % of assets · $221.3 million AUMSEC registeredNo commissions reportedAxion Capital Markets, LLC500 N Meridian Ave Ste 100-C · Oklahoma City, OK 73107 · (405) 252-2426 · Financial planningCRD 340326 · % of assets, Hourly chargesState registeredNo commissions reportedBaldwin Financial, LLC629 W. Main Street, Suite 10080 · Oklahoma City, OK 73102 · (405) 266-7856 · Financial planningCRD 324725 · % of assets, Hourly charges, Fixed fees · $16.5 million AUMState registeredNo commissions reportedBison Capital Advisors, LLC1601 Nw Expressway, Suite 1515 · Oklahoma City, OK 73118 · (405) 257-0646 · % of assets managedCRD 306471 · % of assets · $250.0 million AUMSEC registeredNo commissions reportedBollinger Financial Advisory, INC.205 W 7th Ave, Suite 203a · Stillwater, OK 74074 · (405) 624-0015 · Financial planningCRD 118873 · Hourly chargesState registeredNo commissions reportedBridgecreek Financial Group4521 E. 91st St, Suite 300 · Tulsa, OK 74137 · (918) 392-1990 · % of assets managedCRD 340683 · % of assets · $649.9 million AUMSEC registeredNo commissions reportedBurkholder Wealth Management5014 E 101st Street, Suite 200 · Tulsa, OK 74137 · (918) 727-7100 · Financial planningCRD 305300 · % of assets, Hourly charges, Fixed fees · $379.9 million AUMSEC registeredNo commissions reportedBuwick Group Wealth Management, LLC3100 S. Berry Rd., Suite 200b · Norman, OK 73072 · (405) 329-6000 · Financial planningCRD 301978 · % of assets, Hourly charges, Fixed fees · $24.7 million AUMState registeredNo commissions reportedCadent Capital Advisors, LLC4525 East 91st Street · Tulsa, OK 74137 · (918) 935-3450 · Financial planningCRD 169704 · % of assets, Hourly charges, Fixed fees · $785.8 million AUMSEC registeredNo commissions reportedCastlepoint Wealth Advisors7308 N. Classen Blvd. · Oklahoma City, OK 73116 · (405) 705-2906 · Financial planningCRD 205512 · % of assets, Hourly charges, Fixed fees · $751.4 million AUMSEC registeredNo commissions reportedCathedral Square Capital1717 S. Boulder Ave, Suite 801 · Tulsa, OK 74119 · (539) 233-5160 · Financial planningCRD 319149 · % of assets, Hourly charges, Fixed fees · $86.8 million AUMState registeredNo commissions reportedCc Investment Advisors, INC.8101 N.w 10th Street, Suite B · Oklahoma City, OK 73127 · (405) 495-0100 · % of assets managedCRD 117895 · % of assets · $15.4 million AUMState registeredNo commissions reportedCcr Investment Advisers, LLC3002 Turner St · Ponca City, OK 74604 · (580) 304-3554 · Flat / fixed feesCRD 298279 · % of assets, Fixed fees · $55.8 million AUMState registeredNo commissions reportedChappelwood Financial ServicesFinancial District of Oklahoma, 1725 E 15th Street · Edmond, OK 73013 · (405) 348-0909 · Financial planningCRD 134318 · Hourly charges, Other · $113.1 million AUMSEC registeredNo commissions reportedChartmark Investments, INC.Utica Place Office Tower 2200 S Utica Place, Suite 525 · Tulsa, OK 74114 · (918) 477-7685 · Financial planningCRD 114812 · % of assets, Hourly charges · $87.6 million AUMState registeredNo commissions reportedCoachwise Financial Solutions, INC.7225 S. 85th E. Ave., Ste.100 · Tulsa, OK 74133 · (918) 872-1732 · % of assets managedCRD 133271 · % of assets · $55.2 million AUMState registeredNo commissions reportedCompass Capital Management, LLC215 E. Choctaw Avenue, Suite 101 · McAlester, OK 74501 · (918) 423-3222 · Financial planningCRD 150170 · % of assets, Hourly charges, Fixed fees · $119.0 million AUMSEC registeredNo commissions reportedComprehensive Financial Planning INC2919 United Founders Blvd. · Oklahoma City, OK 73112 · (405) 879-1117 · Financial planningCRD 109822 · % of assets, Hourly charges · $176.0 million AUMSEC registeredNo commissions reportedCone Wealth Management7914 E 106th Street, Suite 207 · Tulsa, OK 74133 · (918) 706-5567 · Financial planningCRD 333870 · % of assets, Fixed fees · $29.7 million AUMState registeredNo commissions reportedConkin Financial Group, INC.1616 E. 19th St., Suite 403 · Edmond, OK 73013 · (405) 348-6200 · Financial planningCRD 328254 · % of assets, Fixed fees · $54.8 million AUMState registeredNo commissions reportedCore Wealth Management, LLC8901 Commerce Park Drive · Oklahoma City, OK 73132 · (405) 720-1244 · Financial planningCRD 158457 · % of assets · $37.6 million AUMState registeredNo commissions reported