TOM JOHNSON INVESTMENT MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-236-2111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OK, OKLAHOMA CITY
29 advisers found
RETIREMENT INVESTMENT ADVISORS INC
Oklahoma City, OK
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
405-842-3443
FOURPATH CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(405) 253-6080
CASTLEPOINT WEALTH ADVISORS
Oklahoma City, OK
AUM
$751.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-705-2906
PLAN GROUP FINANCIAL, INC.
Oklahoma City, OK
AUM
$690.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
405-848-1099
VISTA INVESTMENT PARTNERS LLC
Oklahoma City, OK
AUM
$610.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
405-608-5390
MITCHELL & PAHL PRIVATE WEALTH
Oklahoma City, OK
AUM
$449.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-608-2280
ACCESS FINANCIAL RESOURCES INC.
Oklahoma City, OK
AUM
$410.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-848-9826
TRITON FINANCIAL GROUP, INC
Oklahoma City, OK
AUM
$258.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-696-7140
WINDLE WEALTH
Oklahoma City, OK
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-261-5202
LIG CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$250.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-463-3334
ADAPTATION FINANCIAL ADVISORS INC.
Oklahoma City, OK
AUM
$233.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
972-774-0700
REDSTONE WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(405) 844-9933
SERVO WEALTH MANAGEMENT LLC
Oklahoma City, OK
AUM
$173.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(405) 384-5132
G. DEWAYNE MCANALLY
Oklahoma City, OK
AUM
$170.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-728-1649
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
Oklahoma City, OK
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
405-844-9826
VAULT WEALTH
Oklahoma City, OK
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-928-4422
ARROW INVESTMENT MANAGEMENT LLC
Oklahoma City, OK
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(405) 509-8198
CORE WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$37.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
405-720-1244
BALDWIN FINANCIAL, LLC
Oklahoma City, OK
AUM
$16.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-266-7856
FLATLANDS WEALTH LLC
Oklahoma City, OK
AUM
$2.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
405-480-0513
AXION CAPITAL MARKETS, LLC
Oklahoma City, OK
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 employees
Clients
0
Fees
Percentage of AUM; Hourly charges
405-252-2426
COMPREHENSIVE FINANCIAL PLANNING INC
Oklahoma City, OK
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
405-879-1117
Full profileNo website
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
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