Fee-OnlyFinder

Advisers in Bethany, OK

2 advisers in Bethany — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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McGuire Capital Advisors, INC.6632 Nw 39th Expy · Bethany, OK 73008 · (405) 378-2233 · % of assets managedCRD 164549 · % of assets · $202.4 million AUMSEC registeredNo commissions reportedPerissos Private Wealth Management4107 N Council Rd Building A2 · Bethany, OK 73008 · (405) 212-9690 · Financial planningCRD 217514 · % of assets, Hourly charges, Fixed fees · $167.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Bethany? 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.