Fee-OnlyFinder

Retirement plan consulting in Oklahoma City, OK

16 advisers in Oklahoma City offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 16

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 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 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 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 reported
Redstone 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 reported