{ "path": "/advisors/ok/fee-only", "url": "https://advisorcensus.com/advisors/ok/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in Oklahoma", "filters": {}, "scope_total": 62, "faq": [ { "q": "How many financial advisory firms are there in Oklahoma?", "a": "AdvisorCensus lists 213 investment advisory firms with a principal office in Oklahoma, from Form ADV filings as of October 2026: 84 SEC-registered, 105 state-registered, and 24 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Oklahoma?", "a": "62 of the 213 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Oklahoma offer financial planning?", "a": "125 of the 189 firms in Oklahoma that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Oklahoma fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 62 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 62 investment advisory firms with a principal office in Oklahoma that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Oklahoma: 62 firms from Form ADV filings as of October 2026.", "total_firms": 62, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 23, "state": 39, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 62 }, { "code": "percentage_of_aum", "count": 60 }, { "code": "hourly", "count": 30 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 30 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 30 }, { "code": "5_to_9", "count": 15 }, { "code": "10_to_19", "count": 7 }, { "code": "20_plus", "count": 10 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 24 }, { "code": "25m_100m", "count": 13 }, { "code": "100m_500m", "count": 17 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "crd_number": 330239, "name": "Allegiant Wealth Advisors, LLC", "name_as_filed": "ALLEGIANT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/allegiant-wealth-advisors-llc-tulsa-ok-330239", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299972, "name": "Arrow Investment Management LLC", "name_as_filed": "ARROW INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arrow-investment-management-llc-oklahoma-city-ok-299972", "city": "Oklahoma City", "state": "OK", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111309, "name": "Asset Management Advisors, LLC", "name_as_filed": "ASSET MANAGEMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/asset-management-advisors-llc-oklahoma-city-ok-111309", "city": "Oklahoma City", "state": "OK", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306471, "name": "Bison Capital Advisors, LLC", "name_as_filed": "BISON CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bison-capital-advisors-llc-oklahoma-city-ok-306471", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340683, "name": "Bridgecreek Financial Group", "name_as_filed": "BRIDGECREEK FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/bridgecreek-financial-group-tulsa-ok-340683", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323751, "name": "C.E.C. Wealth Management", "name_as_filed": "C.E.C. WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/c-e-c-wealth-management-323751", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319149, "name": "Cathedral Square Capital", "name_as_filed": "CATHEDRAL SQUARE CAPITAL", "url": "https://advisorcensus.com/firm/cathedral-square-capital-tulsa-ok-319149", "city": "Tulsa", "state": "OK", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117895, "name": "CC Investment Advisors, Inc.", "name_as_filed": "CC INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cc-investment-advisors-inc-oklahoma-city-ok-117895", "city": "Oklahoma City", "state": "OK", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298279, "name": "CCR Investment Advisers, LLC", "name_as_filed": "CCR INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/ccr-investment-advisers-llc-ponca-city-ok-298279", "city": "Ponca City", "state": "OK", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114812, "name": "Chartmark Investments, Inc.", "name_as_filed": "CHARTMARK INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/chartmark-investments-inc-tulsa-ok-114812", "city": "Tulsa", "state": "OK", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 133271, "name": "Coachwise Financial Solutions, Inc.", "name_as_filed": "COACHWISE FINANCIAL SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/coachwise-financial-solutions-inc-tulsa-ok-133271", "city": "Tulsa", "state": "OK", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109822, "name": "Comprehensive Financial Planning Inc", "name_as_filed": "COMPREHENSIVE FINANCIAL PLANNING INC", "url": "https://advisorcensus.com/firm/comprehensive-financial-planning-inc-oklahoma-city-ok-109822", "city": "Oklahoma City", "state": "OK", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328254, "name": "Conkin Financial Group, Inc.", "name_as_filed": "CONKIN FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/conkin-financial-group-inc-edmond-ok-328254", "city": "Edmond", "state": "OK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123761, "name": "Corporate Consulting Group, Inc.", "name_as_filed": "CORPORATE CONSULTING GROUP, INC.", "url": "https://advisorcensus.com/firm/corporate-consulting-group-inc-tulsa-ok-123761", "city": "Tulsa", "state": "OK", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307301, "name": "Ellevate Advisors", "name_as_filed": "ELLEVATE ADVISORS", "url": "https://advisorcensus.com/firm/ellevate-advisors-tulsa-ok-307301", "city": "Tulsa", "state": "OK", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334722, "name": "Empower Financial Advisors, LLC", "name_as_filed": "EMPOWER FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/empower-financial-advisors-llc-334722", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329728, "name": "Even Herd LLC", "name_as_filed": "EVEN HERD LLC", "url": "https://advisorcensus.com/firm/even-herd-llc-oklahoma-city-ok-329728", "city": "Oklahoma City", "state": "OK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313573, "name": "Fourpath Capital Management, LLC", "name_as_filed": "FOURPATH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fourpath-capital-management-llc-oklahoma-city-ok-313573", "city": "Oklahoma City", "state": "OK", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108886, "name": "Fredric E. Russell Investment Management Co.", "name_as_filed": "FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.", "url": "https://advisorcensus.com/firm/fredric-e-russell-investment-management-co-tulsa-ok-108886", "city": "Tulsa", "state": "OK", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319407, "name": "Gibco Capital Advisors", "name_as_filed": "GIBCO CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/gibco-capital-advisors-clinton-ok-319407", "city": "Clinton", "state": "OK", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169138, "name": "Hughes Capital Management, LLC", "name_as_filed": "HUGHES CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hughes-capital-management-llc-169138", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145570, "name": "Hughes Warren, Inc.", "name_as_filed": "HUGHES WARREN, INC.", "url": "https://advisorcensus.com/firm/hughes-warren-inc-edmond-ok-145570", "city": "Edmond", "state": "OK", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339608, "name": "Ideal Financial Planning", "name_as_filed": "IDEAL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/ideal-financial-planning-oklahoma-city-ok-339608", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306609, "name": "Invictus Investment Advisors", "name_as_filed": "INVICTUS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/invictus-investment-advisors-306609", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292351, "name": "JM2 Capital Inc.", "name_as_filed": "JM2 CAPITAL INC.", "url": "https://advisorcensus.com/firm/jm2-capital-inc-edmond-ok-292351", "city": "Edmond", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154041, "name": "John H Taylor, LLC", "name_as_filed": "JOHN H TAYLOR, LLC", "url": "https://advisorcensus.com/firm/john-h-taylor-llc-154041", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121013, "name": "KRB and Associates, Inc", "name_as_filed": "KRB AND ASSOCIATES, INC", "url": "https://advisorcensus.com/firm/krb-and-associates-inc-oklahoma-city-ok-121013", "city": "Oklahoma City", "state": "OK", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339946, "name": "L&S Private Wealth, LLC", "name_as_filed": "L&S PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/l-and-s-private-wealth-llc-oklahoma-city-ok-339946", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126193, "name": "Longbow Asset Management", "name_as_filed": "LONGBOW ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/longbow-asset-management-tulsa-ok-126193", "city": "Tulsa", "state": "OK", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172367, "name": "Meliora Capital", "name_as_filed": "MELIORA CAPITAL", "url": "https://advisorcensus.com/firm/meliora-capital-tulsa-ok-172367", "city": "Tulsa", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342655, "name": "Mendenhall Capital Management", "name_as_filed": "MENDENHALL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mendenhall-capital-management-tulsa-ok-342655", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316400, "name": "Michael Waters Investment Advisers LLC", "name_as_filed": "MICHAEL WATERS INVESTMENT ADVISERS LLC", "url": "https://advisorcensus.com/firm/michael-waters-investment-advisers-llc-oklahoma-city-ok-316400", "city": "Oklahoma City", "state": "OK", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315738, "name": "Midwest Financial Management, LLC", "name_as_filed": "MIDWEST FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/midwest-financial-management-llc-315738", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307625, "name": "Mitchell & Pahl Private Wealth", "name_as_filed": "MITCHELL & PAHL PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/mitchell-and-pahl-private-wealth-oklahoma-city-ok-307625", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108149, "name": "Native American Fund Advisors LLC", "name_as_filed": "NATIVE AMERICAN FUND ADVISORS LLC", "url": "https://advisorcensus.com/firm/native-american-fund-advisors-llc-tulsa-ok-108149", "city": "Tulsa", "state": "OK", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298766, "name": "O'Brien Capital Advisors, LLC", "name_as_filed": "O'BRIEN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/o-brien-capital-advisors-llc-sapulpa-ok-298766", "city": "Sapulpa", "state": "OK", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 217514, "name": "Perissos Private Wealth Management", "name_as_filed": "PERISSOS PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/perissos-private-wealth-management-bethany-ok-217514", "city": "Bethany", "state": "OK", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166260, "name": "Pismo Pacific Financial Services, LLC", "name_as_filed": "PISMO PACIFIC FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/pismo-pacific-financial-services-llc-norman-ok-166260", "city": "Norman", "state": "OK", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289371, "name": "R.J. Cloud Advisors & Company", "name_as_filed": "R.J. CLOUD ADVISORS & COMPANY", "url": "https://advisorcensus.com/firm/r-j-cloud-advisors-and-company-bixby-ok-289371", "city": "Bixby", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334158, "name": "Realm Financial Planning", "name_as_filed": "REALM FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/realm-financial-planning-tulsa-ok-334158", "city": "Tulsa", "state": "OK", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335983, "name": "Render Financial, LLC", "name_as_filed": "RENDER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/render-financial-llc-335983", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339865, "name": "Rulicent", "name_as_filed": "RULICENT", "url": "https://advisorcensus.com/firm/rulicent-edmond-ok-339865", "city": "Edmond", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147231, "name": "Safranek and Associates, LLC", "name_as_filed": "SAFRANEK AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/safranek-and-associates-llc-147231", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153512, "name": "Sage Portfolio Management LLC", "name_as_filed": "SAGE PORTFOLIO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sage-portfolio-management-llc-na-ok-153512", "city": "Na", "state": "OK", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328932, "name": "Servant Wealth Management, LLC", "name_as_filed": "SERVANT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/servant-wealth-management-llc-328932", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116459, "name": "Stephen L. Smith Corporation", "name_as_filed": "STEPHEN L. 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