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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OK
106 advisers found
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
STILLWATER FINANCIAL
Stillwater, OK
AUM
$34.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-215-9063
BUWICK GROUP WEALTH MANAGEMENT, LLC
Norman, OK
AUM
$24.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-329-6000
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
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
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
TURRENTINE FINANCIAL SERVICES LLC
Stigler, OK
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(918) 735-0075
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
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
REALM FINANCIAL PLANNING
Tulsa, OK
AUM
$194K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
918-200-9865
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
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
BRIDGECREEK FINANCIAL GROUP
Tulsa, OK
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
918-392-1990
COMPASS COACHING AND CONSULTING, LLC
Tulsa, OK
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
918-949-3539
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
KQ WEALTH MANAGEMENT LLC
Tulsa, OK
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
918-743-4284
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
TAO PRIVATE WEALTH, LLC
Tulsa, OK
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(918) 986 7282
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
LEONARD INVESTMENT ADVISORS INC.
Oklahoma City, OK
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-879-0166
Full profileNo website