Fee-OnlyFinder

Financial planning in Oklahoma City, OK

27 advisers in Oklahoma City offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 27

Access 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 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 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 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 reported
F.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 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 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 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 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