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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OK
66 advisers found
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
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
ODINGARD CAPITAL MANAGEMENT
Tulsa, OK
AUM
$34.2M
Financial PlanningTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
918-794-4060
PERSPECTIVE ADVISORS, LLC
Bartlesville, OK
AUM
$34.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(918) 214-8858
SANDMAN WEALTH MANAGEMENT
Tulsa, OK
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
918-791-0393
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
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
INVESTMENT STRATEGIES, LLC
Oklahoma City, OK
AUM
$6.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
405-703-3858
AUM
$4.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
704-904-5721
DOMINION CAPITAL MANAGEMENT, LLC
Clinton, OK
AUM
$1.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
405-400-8900
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
CORPORATE CONSULTING GROUP, INC.
Tulsa, OK
AUM
$240.8M
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
918-585-5858
Full profileNo website
SERAPH CAPITAL ASSOCIATES, LLC
Bartlesville, OK
AUM
$90.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
918-338-2255
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
CONE WEALTH MANAGEMENT
Tulsa, OK
AUM
$29.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(918) 706-5567
Full profileNo website
PISMO PACIFIC FINANCIAL SERVICES, LLC
Norman, OK
AUM
$18.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
405-701-0800
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
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