PERISSOS PRIVATE WEALTH MANAGEMENT
Bethany, OK
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-212-9690
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OK
106 advisers found
ARCHAMBO FINANCIAL ADVISORS, INC.
Bartlesville, OK
AUM
$163.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
918-336-2222
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
AUM
$150.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
972-987-9651
REVO FINANCIAL, LLC
Bartlesville, OK
AUM
$135.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
918-336-7877
10ELMS LLP
Tulsa, OK
AUM
$120.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-812-7998
COMPASS CAPITAL MANAGEMENT, LLC
Mcalester, OK
AUM
$119.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
918-423-3222
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
CHARTMARK INVESTMENTS, INC.
Tulsa, OK
AUM
$87.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
918-477-7685
CATHEDRAL SQUARE CAPITAL
Tulsa, OK
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
539-233-5160
GIBCO CAPITAL ADVISORS
Clinton, OK
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
580-323-9000
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
FIRST INVESTMENT CORPORATION
Bartlesville, OK
AUM
$66.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-337-2045
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
AUM
$65.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-984-9203
STEP BY STEP FINANCIAL, LLC
Tulsa, OK
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
918-806-1030
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
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
WILSHIRE-PENNINGTON GROUP, INC.
Nichols Hills, OK
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
405-751-8600
AMERITRUST INVESTMENT ADVISORS INC
Tulsa, OK
AUM
$52.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
918-610-8080
D.M. WEALTH MANAGEMENT, INC.
Norman, OK
AUM
$47.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
405-329-8884
NATIVE AMERICAN FUND ADVISORS LLC
Tulsa, OK
AUM
$38.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
918-582-9823