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Financial planning in Tulsa, OK

35 advisers in Tulsa offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 35

10elms LLP2506-B East 21st Street · Tulsa, OK 74114 · (918) 812-7998 · Financial planningCRD 323398 · % of assets, Hourly charges, Fixed fees · $120.6 million AUMSEC registeredNo commissions reportedAllegiant Wealth Advisors, LLC4200 East Skelly Drive, Suite 620 · Tulsa, OK 74135 · (918) 623-4500 · Financial planningCRD 330239 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedAmeritrust Investment Advisors INC4506 S Harvard Ave · Tulsa, OK 74135 · (918) 610-8080 · Financial planningCRD 108589 · % of assets, Hourly charges, Fixed fees · $52.4 million AUMState registeredNo commissions reportedBurkholder Wealth Management5014 E 101st Street, Suite 200 · Tulsa, OK 74137 · (918) 727-7100 · Financial planningCRD 305300 · % of assets, Hourly charges, Fixed fees · $379.9 million AUMSEC registeredNo commissions reportedCadent Capital Advisors, LLC4525 East 91st Street · Tulsa, OK 74137 · (918) 935-3450 · Financial planningCRD 169704 · % of assets, Hourly charges, Fixed fees · $785.8 million AUMSEC registeredNo commissions reportedCathedral Square Capital1717 S. Boulder Ave, Suite 801 · Tulsa, OK 74119 · (539) 233-5160 · Financial planningCRD 319149 · % of assets, Hourly charges, Fixed fees · $86.8 million AUMState registeredNo commissions reportedChartmark Investments, INC.Utica Place Office Tower 2200 S Utica Place, Suite 525 · Tulsa, OK 74114 · (918) 477-7685 · Financial planningCRD 114812 · % of assets, Hourly charges · $87.6 million AUMState registeredNo commissions reportedCone Wealth Management7914 E 106th Street, Suite 207 · Tulsa, OK 74133 · (918) 706-5567 · Financial planningCRD 333870 · % of assets, Fixed fees · $29.7 million AUMState registeredNo commissions reportedCouncil Oak Wealth Advisors8801 S. Yale Avenue, Suite 420 · Tulsa, OK 74137 · (918) 984-9110 · Financial planningCRD 297180 · % of assets, Hourly charges, Fixed fees · $529.4 million AUMSEC registeredNo commissions reportedDrawbridge Capital7134 S.yale Ave, Ste 700 · Tulsa, OK 74136 · (918) 493-4190 · Financial planningCRD 128636 · % of assets, Hourly charges, Fixed fees · $224.6 million AUMSEC registeredNo commissions reported
Everpar Advisors LLC2431 E. 61st Street, Suite 825 · Tulsa, OK 74136 · (918) 221-9290 · Financial planningCRD 326468 · % of assets, Fixed fees · $587.8 million AUMSEC registeredNo commissions reportedGibraltar Capital Management, INC.7304 S. Yale Avenue · Tulsa, OK 74136 · (918) 492-4209 · Financial planningCRD 122328 · % of assets, Hourly charges, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedHogantaylor Wealth2222 S. Utica Place Suite 200 · Tulsa, OK 74114 · (918) 388-2690 · Financial planningCRD 129696 · % of assets, Hourly charges, Fixed fees · $592.8 million AUMSEC registeredNo commissions reportedIntegra Private Wealth Management, LLC321 S. Boston Ave, Suite 300 · Tulsa, OK 74103 · (918) 984-9203 · Financial planningCRD 323816 · % of assets, Hourly charges, Fixed fees · $65.6 million AUMState registeredNo commissions reportedJ M Brown Financial Partners7060 S. Yale, Suite 701 · Tulsa, OK 74136 · (918) 496-5460 · Financial planningCRD 118427 · % of assets, Hourly charges, Fixed fees · $202.1 million AUMSEC registeredNo commissions reportedMelia Wealth LLC5424 S. Memorial Drive, Building E · Tulsa, OK 74145 · (918) 794-9290 · Financial planningCRD 145402 · % of assets · $560.1 million AUMSEC registeredNo commissions reportedMeliora Capital5314 S. Yale Ave., Suite 200 · Tulsa, OK 74135 · (918) 619-6710 · Financial planningCRD 172367 · % of assets, Hourly charges · $174.8 million AUMSEC registeredNo commissions reportedOath Planning, LLC1214 East 33rd Street · Tulsa, OK 74105 · (888) 534-4330 · Financial planningCRD 299187 · % of assets, Hourly charges, Fixed fees · $284.7 million AUMSEC registeredNo commissions reportedOdingard Capital Management2005 East 21st Street · Tulsa, OK 74114 · (918) 794-4060 · Financial planningCRD 297861 · % of assets, Fixed fees · $34.2 million AUMState registeredNo commissions reportedOlistico Wealth, LLC2431 East 61st Street, Suite 175 · Tulsa, OK 74136 · (918) 863-2005 · Financial planningCRD 315028 · % of assets, Hourly charges, Fixed fees · $371.5 million AUMSEC registeredNo commissions reportedPinnacle Investment Advisors1616 East 15th Street · Tulsa, OK 74120 · (918) 582-6864 · Financial planningCRD 108086 · % of assets, Hourly charges, Performance-based fees · $508.3 million AUMSEC registeredNo commissions reportedRealm Financial Planning5401 S Harvard Ave · Tulsa, OK 74135 · (918) 200-9865 · Financial planningCRD 334158 · % of assets, Fixed fees · $193,700 AUMState registeredNo commissions reportedRegent Wealth Management, INC.9242 S. Sheridan Rd., Suite D · Tulsa, OK 74133 · (918) 622-1466 · Financial planningCRD 150197 · % of assets · $75.7 million AUMState registeredNo commissions reportedRelation Wealth Management, INC.10425 S. 82nd East Avenue, Suite 110 · Tulsa, OK 74133 · (918) 999-9138 · Financial planningCRD 329961 · % of assets, Fixed fees · $541.2 million AUMSEC registeredNo commissions reportedRobert Stephen Capital Management LLC4111 S. Darlington, Suite 120 · Tulsa, OK 74135 · (918) 481-6262 · Financial planningCRD 118588 · % of assets, Hourly charges, Fixed fees · $219.1 million AUMSEC registeredNo commissions reportedSageoak Financial, LLC6120 S Yale Ave Suite 100 · Tulsa, OK 74136 · (918) 627-3700 · Financial planningCRD 166927 · % of assets, Fixed fees, Other · $174.8 million AUMSEC registeredNo commissions reportedSandman Wealth Management6846 S Canton Ave, Suite 155 · Tulsa, OK 74136 · (918) 791-0393 · Financial planningCRD 338989 · % of assets, Fixed fees · $18.7 million AUMState registeredNo commissions reportedScissortail Wealth Management, LLC1203 East 33rd Street, Suite 100 · Tulsa, OK 74105 · (918) 956-0500 · Financial planningCRD 297761 · % of assets, Fixed fees · $568.2 million AUMSEC registeredNo commissions reportedStep by Step Financial, LLC9717 E. 42nd St., Suite 103 · Tulsa, OK 74146 · (918) 806-1030 · Financial planningCRD 146345 · % of assets, Fixed fees · $62.9 million AUMState registeredNo commissions reportedSummit Wealth Group, LLC9175 S Yale Avenue, Suite 100 · Tulsa, OK 74137 · (888) 439-3041 · Financial planningCRD 166118 · % of assets, Hourly charges, Fixed fees · $182.5 million AUMSEC registeredNo commissions reportedSustainable Advisors Alliance LLC12 N Cheyenne Ave, Suite 406 · Tulsa, OK 74103 · (918) 408-7981 · Financial planningCRD 312061 · % of assets, Hourly charges, Fixed fees · $234.8 million AUMSEC registeredNo commissions reportedTao Private Wealth, LLC1316 E. 35th Place, Suite 200 · Tulsa, OK 74105 · (918) 986-7282 · Financial planningCRD 340979 · % of assets, Hourly charges · $104.2 million AUMSEC registeredNo commissions reportedThe Legacy Financial Group, INC.1425 E. 41st Place, Suite 100 · Tulsa, OK 74105 · (918) 665-0826 · Financial planningCRD 135059 · % of assets, Fixed fees · $590.7 million AUMSEC registeredNo commissions reportedTrinity Strategic Wealth1375 E. 71st Street · Tulsa, OK 74136 · (918) 492-2150 · Financial planningCRD 337956 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedWarburton Capital Management, LLC6120 S Yale Avenue, Suite 1010 · Tulsa, OK 74136 · (918) 794-3000 · Financial planningCRD 141969 · % of assets, Other · $786.6 million AUMSEC registeredNo commissions reported