Fee-OnlyFinder

% of assets managed in Edmond, OK

12 advisers in Edmond offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 12

Conkin 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 reportedEsoteric Wealth Partners LLC3209 S. Broadway, Ste. 231 · Edmond, OK 73013 · (425) 354-5627 · Financial planningCRD 168497 · % of assets, Hourly charges, Fixed fees · $18.2 million AUMState registeredNo commissions reportedForge Financial2901 South Bryant Avenue · Edmond, OK 73013 · (405) 340-1600 · % of assets managedCRD 306480 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedHughes Warren, INC.16350 Muirfield Place · Edmond, OK 73013 · (405) 418-4080 · Financial planningCRD 145570 · % of assets, Hourly charges · $220.5 million AUMSEC registeredNo commissions reportedJm2 Capital INC.16340 Muirfield Place · Edmond, OK 73013 · (405) 285-2878 · % of assets managedCRD 292351 · % of assets · $238.4 million AUMSEC registeredNo commissions reportedMain Street Investment Management13920 N. Western Ave · Edmond, OK 73013 · (405) 285-5566 · Financial planningCRD 161452 · % of assets, Fixed fees · $66.1 million AUMState registeredNo commissions reportedSignal Research Group LLC2401 S Bryant Ave, Suite 100 · Edmond, OK 73013 · (405) 509-2553 · Financial planningCRD 166392 · % of assets, Hourly charges, Fixed fees · $18.3 million AUMState registeredNo commissions reportedSoard Financial Management, LLC1907 W 33rd Street, Suite 120 · Edmond, OK 73013 · (405) 509-6068 · Financial planningCRD 156392 · % of assets, Other · $73.0 million AUMState registeredNo commissions reportedStagner Financial Advisory2600 E. Memorial Road · Edmond, OK 73013 · (855) 285-0316 · % of assets managedCRD 284305 · % of assets · $59.7 million AUMState registeredNo commissions reportedTranscendent Capital Group1008 South Bryant Avenue, Suite 250 · Edmond, OK 73034 · (405) 341-9188 · Financial planningCRD 316872 · % of assets, Hourly charges, Fixed fees · $360.7 million AUMSEC registeredNo commissions reported
Womack Investment Advisers, INC1366 E 15th St · Edmond, OK 73013 · (405) 340-1717 · Financial planningCRD 118081 · % of assets, Hourly charges, Fixed fees · $95.3 million AUMState registeredNo commissions reportedWto Advisors, LLC2952 Via Esperanza · Edmond, OK 73013 · (405) 241-1400 · Hourly feesCRD 317923 · % of assets, Hourly charges, Fixed fees · $84.6 million AUMState registeredNo commissions reported