REGENT WEALTH MANAGEMENT, INC.
Tulsa, OK
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
918 622-1466
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OK
106 advisers found
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
THE BUFFALO FINANCIAL GROUP LLC
Choctaw, OK
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
405-779-3876
Full profileNo website
BOLLINGER FINANCIAL ADVISORY, INC.
Stillwater, OK
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges
(405) 624-0015
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
RULICENT
Edmond, OK
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
405-400-1751
Full profileNo website
STEPHEN L. SMITH CORPORATION
Jenks, OK
AUM
—
Financial Planning
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(918) 296-9980
Full profileNo website
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