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Financial planning in Bartlesville, OK

4 advisers in Bartlesville offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

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 reportedPerspective Advisors, LLC612 Se Frank Phillips Blvd · Bartlesville, OK 74006 · (918) 214-8858 · Financial planningCRD 301811 · % of assets · $34.0 million AUMState registeredNo commissions reportedRevo 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 reportedSutterfield 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