Fee-OnlyFinder

Advisers in Oklahoma City, OK

40 advisers in Oklahoma City — 40 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (27)Hourly fees (21)Flat / fixed fees (25)Retirement plan consulting (16)

All advisers

A-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 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 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 reported
Cc 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 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 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 reportedDbm Advisors, LLC101 Park Ave Ste 400 · Oklahoma City, OK 73102 · (405) 601-5498 · Financial planningCRD 293138 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedEpic Wealth Management, LLC7406 N Classen Blvd · Oklahoma City, OK 73116 · (405) 257-0301 · % of assets managedCRD 297643 · % of assets · $120.8 million AUMSEC registeredNo commissions reportedF.i.g. Financial Advisory Services, INC.14642 Bogert Parkway · Oklahoma City, OK 73134 · (405) 844-9826 · Financial planningCRD 105506 · % of assets · $162.4 million AUMSEC registeredNo commissions reportedFlatlands Wealth LLC3030 Nw Expressway, Suite 300 · Oklahoma City, OK 73112 · (405) 480-0513 · Financial planningCRD 338529 · % of assets, Fixed fees · $2.5 million AUMState registeredNo commissions reportedFourpath Capital Management, LLC4727 Gaillardia Parkway, Suite 120 · Oklahoma City, OK 73142 · (405) 253-6080 · Financial planningCRD 313573 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedG. Dewayne McAnally5120 Gaillardia Corporate Pl., Suite B · Oklahoma City, OK 73142 · (405) 728-1649 · Financial planningCRD 118511 · % of assets, Hourly charges, Fixed fees · $170.1 million AUMSEC registeredNo commissions reportedInvestment Strategies, LLC932 Sw 107th St, Suite 200 · Oklahoma City, OK 73170 · (405) 703-3858 · % of assets managedCRD 140739 · % of assets, Other · $8.8 million AUMState registeredNo commissions reportedInvestrust Consulting, LLC5100 N Classen Boulevard, Suite 620 · Oklahoma City, OK 73118 · (405) 843-7046 · Hourly feesCRD 108037 · % of assets, Hourly charges, Fixed fees · $588.2 million AUMSEC registeredNo commissions reportedKrb and Associates, INC1033 Nw Grand Blvd, Suite B · Oklahoma City, OK 73118 · (405) 206-6454 · Hourly feesCRD 121013 · % of assets, Hourly charges, Fixed fees · $16.5 million AUMState registeredNo commissions reportedL & M Wealth Management and Retirement Solutions, LLC2601 Nw Expressway, #110w · Oklahoma City, OK 73112 · (405) 286-2654 · % of assets managedCRD 151669 · % of assets · $67.2 million AUMState registeredNo commissions reportedL&s Private Wealth, LLC3030 Nw Expressway, Suite 700 · Oklahoma City, OK 73112 · (405) 614-3106 · Financial planningCRD 339946 · % of assets, Fixed fees · $108.5 million AUMSEC registeredNo commissions reportedLeonard Investment Advisors INC.1900 N W Expressway, Suite 1450 · Oklahoma City, OK 73118 · (405) 879-0166 · Financial planningCRD 116712 · % of assets, Hourly charges, Fixed fees · $95.7 million AUMState registeredNo commissions reportedLig Capital Management, LLC3503 N.w. 63rd Street, Suite 100 · Oklahoma City, OK 73116 · (405) 463-3334 · Financial planningCRD 130489 · % of assets, Hourly charges, Fixed fees · $250.4 million AUMSEC registeredNo commissions reportedMerit Advisors, INC.121 Ne 50th Street · Oklahoma City, OK 73105 · (405) 748-5335 · % of assets managedCRD 113999 · % of assets, Other · $33.2 million AUMState registeredNo commissions reportedMichael Waters Investment Advisers LLC616 N Broadway · Oklahoma City, OK 73012 · (918) 645-1352 · Flat / fixed feesCRD 316400 · % of assets, Fixed fees · $2.4 million AUMState registeredNo commissions reportedMitchell & Pahl Private Wealth1001 Nw 71st Street, Suite 4 · Oklahoma City, OK 73116 · (405) 608-2280 · Financial planningCRD 307625 · % of assets, Hourly charges, Fixed fees · $449.9 million AUMSEC registeredNo commissions reportedOk401k, INC.3030 Nw Expressway, Suite 300 · Oklahoma City, OK 73112 · (405) 603-4986 · Flat / fixed feesCRD 286410 · % of assets, Fixed fees, Other · $53.3 million AUMState registeredNo commissions reportedPlan Group Financial, INC.101 N.e. 82nd Street, Suite 200 · Oklahoma City, OK 73114 · (405) 848-1099 · Financial planningCRD 116508 · % of assets, Fixed fees · $690.3 million AUMSEC registeredNo commissions reportedRedstone Wealth Management, LLC3404 Nw 135th St · Oklahoma City, OK 73120 · (405) 844-9933 · Financial planningCRD 311525 · % of assets, Fixed fees, Other · $187.7 million AUMSEC registeredNo commissions reportedRetirement Investment Advisors INC2925 United Founders Blvd · Oklahoma City, OK 73112 · (405) 842-3443 · Financial planningCRD 106316 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedServo Wealth Management LLC1000 W Wilshire, Ste 315 · Oklahoma City, OK 73116 · (405) 384-5132 · Financial planningCRD 159367 · % of assets · $173.8 million AUMSEC registeredNo commissions reportedSweeney Asset Management, LLC720 Nw 50th St., Suite 101 · Oklahoma City, OK 73118 · (405) 601-9390 · % of assets managedCRD 138312 · % of assets, Other · $28.9 million AUMState registeredNo commissions reportedTom Johnson Investment Management, LLC201 Robert S. Kerr, Suite 510 · Oklahoma City, OK 73102 · (405) 236-2111 · Financial planningCRD 104511 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedTriton Financial Group, INC14614 Bogert Parkway · Oklahoma City, OK 73134 · (405) 696-7140 · Financial planningCRD 309294 · % of assets, Hourly charges, Fixed fees · $258.7 million AUMSEC registeredNo commissions reportedVault Wealth600 Nw 23rd St., Suite 102 · Oklahoma City, OK 73103 · (405) 928-4422 · Financial planningCRD 288541 · % of assets, Hourly charges, Fixed fees · $61.4 million AUMState registeredNo commissions reportedVista Investment Partners LLC5601 North Classen Boulevard, Suite 101 · Oklahoma City, OK 73118 · (405) 608-5390 · Financial planningCRD 286014 · % of assets, Fixed fees · $610.6 million AUMSEC registeredNo commissions reportedWindle Wealth5740 Nw 132nd St. · Oklahoma City, OK 73142 · (405) 261-5202 · Financial planningCRD 285653 · % of assets, Hourly charges, Fixed fees · $251.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Oklahoma City? 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.