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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
179 advisers found
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
BERTRAND INVESTMENT STRATEGIES, L.L.C.
Oklahoma City, OK
AUM
—
Team
2 advisors
Clients
0
Fees
REFERRAL FEES
405-703-3800
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
CORTADO VENTURES MANAGEMENT, LLC
Oklahoma City, OK
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
405-236-0080
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
INTREPID FINANCIAL SERVICES, LLC
Oklahoma City, OK
AUM
—
Team
2 advisors
Clients
—
Fees
Fixed fees; THIRD PARTY ADVISER FEE
(405) 843-6100
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
PRAESIDIAN CAPITAL MANAGEMENT II, LLC
Oklahoma City, OK
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
212-520-2600
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
THE BAKER GROUP, LP
Oklahoma City, OK
AUM
—
Team
3 advisors
Clients
1-10
Fees
NEGOTIABLE FEES BASED ON % OF INVESTABLE ASSETS PER CLIENT
405-415-7200
VICTORUM CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(405) 821-1118
CE INVESTMENT MANAGEMENT, LLC
Oklahoma City, OK
AUM
$5.91B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM
405-523-5348
Full profileNo website
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