Advisers in Bartlesville, OK

5 advisers in Bartlesville — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)Flat / fixed fees (3)

All advisers

Archambo 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 reported Perspective Advisors, LLC612 Se Frank Phillips Blvd · Bartlesville, OK 74006 · (918) 214-8858 · Financial planningCRD 301811 · % of assets · $34.0 million AUMState registeredNo commissions reported Revo Financial, LLC117 W. 5th Street, #402 · Bartlesville, OK 74003 · (918) 336-7877 · Financial planningCRD 172646 · % of assets, Hourly charges, Fixed fees · $135.4 million AUMSEC registeredNo commissions reported Seraph Capital Associates, LLC501 Se Fourth Street · Bartlesville, OK 74003 · (918) 338-2255 · % of assets managedCRD 165754 · % of assets · $90.3 million AUMSEC registeredNo commissions reported Sutterfield Financial Group, INC.501 Se Fourth Street · Bartlesville, OK 74003 · (918) 338-2255 · Financial planningCRD 115652 · % of assets, Hourly charges, Fixed fees · $274.4 million AUMSEC registeredNo commissions reported

Talking to advisers in Bartlesville? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.