TRANSCENDENT CAPITAL GROUP
Edmond, OK
AUM
$360.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
405-341-9188
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OK, EDMOND
13 advisers found
HUGHES WARREN, INC.
Edmond, OK
AUM
$220.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
405-418-4080
CHAPPELWOOD FINANCIAL SERVICES
Edmond, OK
AUM
$113.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges; PERCENTAGE OF ASSETS UNDER THIRD PARTY MONEY MANAGER
405-348-0909
WOMACK INVESTMENT ADVISERS, INC
Edmond, OK
AUM
$95.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-340-1717
SOARD FINANCIAL MANAGEMENT, LLC
Edmond, OK
AUM
$73.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; CO-ADVISOR FEES
405-509-6068
MAIN STREET INVESTMENT MANAGEMENT
Edmond, OK
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
405-285-5566
CONKIN FINANCIAL GROUP, INC.
Edmond, OK
AUM
$54.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
405-348-6200
SIGNAL RESEARCH GROUP LLC
Edmond, OK
AUM
$18.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
405-509-2553
ESOTERIC WEALTH PARTNERS LLC
Edmond, OK
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(425) 354-5627
BLESSED FINANCIAL INVESTMENTS, LLC
Edmond, OK
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
405-919-6493
FORGEMARK PRIVATE WEALTH LLC
Edmond, OK
AUM
$0
Financial Planning
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
405-517-8866
PALUMBO CAPITAL GROUP, LLC
Edmond, OK
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
405-437-1290
RULICENT
Edmond, OK
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
405-400-1751
Full profileNo website