Falists

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Filter by name, location, or specialty. All data from public SEC filings.

64 advisers found

L&S PRIVATE WEALTH, LLC

Oklahoma City, OK

AUM

$108.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

405-614-3106

Full profileNo website

ACCESS ADVISORY GROUP LLC

Oklahoma City, OK

AUM

$38.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(405) 418-4026

Full profileNo website

MERIT ADVISORS, INC.

Oklahoma City, OK

AUM

$33.2M

Wealth MgmtTrusts & Estates

Team

3 advisors

Clients

—

Fees

Percentage of AUM; SIGNAL SERVICE PROVIDED TO THIRD PARTY ADVISORS AND INSTITUTIONS

405-748-5335

Full profileNo website

KRB AND ASSOCIATES, INC

Oklahoma City, OK

AUM

$16.5M

Wealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

405-206-6454

Full profileNo website

DBM ADVISORS, LLC

Oklahoma City, OK

AUM

$0

Financial PlanningWealth Mgmt

Team

2 advisors

Clients

0

Fees

Percentage of AUM

(405) 601-5498

Full profileNo website

IDEAL FINANCIAL PLANNING

Oklahoma City, OK

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

4056460050

Full profileNo website

INFINITY PRIVATE WEALTH

Oklahoma City, OK

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

(405) 400-8977

Full profileNo website
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