Fee-OnlyFinder

Flat / fixed fees in Oklahoma City, OK

25 advisers in Oklahoma City offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 25

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 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 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 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 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 reported
Krb 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&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 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 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