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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OK
123 advisers found
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
TRAC WEALTH MANAGEMENT, INC
Norman, OK
AUM
$14.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
405-615-4465
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
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
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
ASSET MANAGEMENT ADVISORS, LLC
Oklahoma City, OK
AUM
$221.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
405-842-1881
Full profileNo website
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
AUM
$158.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
254-275-5326
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
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
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
L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
Oklahoma City, OK
AUM
$67.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
405-286-2654
Full profileNo website
CCR INVESTMENT ADVISERS, LLC
Ponca City, OK
AUM
$55.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
580-304-3554
Full profileNo website
AUM
$45.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
918-527-4308
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
MERIT ADVISORS, INC.
Oklahoma City, OK
AUM
$33.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; SIGNAL SERVICE PROVIDED TO THIRD PARTY ADVISORS AND INSTITUTIONS
405-748-5335
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
SWEENEY ASSET MANAGEMENT, LLC
Oklahoma City, OK
AUM
$28.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SOLICITOR FEES AS PAID BY THIRD PARTIES
405-601-9390
Full profileNo website