# Flat-fee financial advisors in Oklahoma

> Find financial advisors in Oklahoma who charge a fixed fee. AdvisorCensus lists 102 investment advisory firms with a principal office in Oklahoma that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ok/flat-fee

## At a glance

- Investment advisory firms: 102
- Registration: SEC-registered investment adviser: 48, State-registered investment adviser: 54
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 30 (29%); Percentage of assets 97 (95%); Hourly charges 66 (65%); Fixed fees 102 (100%); Commissions 1 (1%); Performance-based fees 3 (3%); Other 16 (16%)
- Regulatory assets under management (Item 5.F): Under $25 million 29 (28%); $25 million to $100 million 20 (20%); $100 million to $500 million 29 (28%); $500 million to $1 billion 11 (11%); $1 billion to $5 billion 6 (6%); Over $5 billion 1 (1%); Not reported 6 (6%)
- Years registered: Under 5 years 48 (47%); 5 to 9 years 24 (24%); 10 to 19 years 17 (17%); 20 years or more 13 (13%)

## Firms (page 1 of 3, 1 to 50 of 102, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [10ELMS LLP](https://advisorcensus.com/firm/10elms-llp-tulsa-ok-323398) ([md](https://advisorcensus.com/firm/10elms-llp-tulsa-ok-323398.md)) | 323398 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Access Advisory Group LLC](https://advisorcensus.com/firm/access-advisory-group-llc-oklahoma-city-ok-149048) ([md](https://advisorcensus.com/firm/access-advisory-group-llc-oklahoma-city-ok-149048.md)) | 149048 | Oklahoma City, OK | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Access Financial Resources Inc.](https://advisorcensus.com/firm/access-financial-resources-inc-oklahoma-city-ok-109495) ([md](https://advisorcensus.com/firm/access-financial-resources-inc-oklahoma-city-ok-109495.md)) | 109495 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee |
| [Adaptation Financial Advisors Inc.](https://advisorcensus.com/firm/adaptation-financial-advisors-inc-oklahoma-city-ok-309192) ([md](https://advisorcensus.com/firm/adaptation-financial-advisors-inc-oklahoma-city-ok-309192.md)) | 309192 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Ameritrust Investment Advisors Inc](https://advisorcensus.com/firm/ameritrust-investment-advisors-inc-tulsa-ok-108589) ([md](https://advisorcensus.com/firm/ameritrust-investment-advisors-inc-tulsa-ok-108589.md)) | 108589 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Archambo Financial Advisors, Inc.](https://advisorcensus.com/firm/archambo-financial-advisors-inc-bartlesville-ok-129927) ([md](https://advisorcensus.com/firm/archambo-financial-advisors-inc-bartlesville-ok-129927.md)) | 129927 | Bartlesville, OK | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Baldwin Financial, LLC](https://advisorcensus.com/firm/baldwin-financial-llc-oklahoma-city-ok-324725) ([md](https://advisorcensus.com/firm/baldwin-financial-llc-oklahoma-city-ok-324725.md)) | 324725 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Belle Isle Advisors](https://advisorcensus.com/firm/belle-isle-advisors-340859) ([md](https://advisorcensus.com/firm/belle-isle-advisors-340859.md)) | 340859 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Blessed Financial Investments, LLC](https://advisorcensus.com/firm/blessed-financial-investments-llc-edmond-ok-319670) ([md](https://advisorcensus.com/firm/blessed-financial-investments-llc-edmond-ok-319670.md)) | 319670 | Edmond, OK | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [BOK Financial Advisors](https://advisorcensus.com/firm/bok-financial-advisors-tulsa-ok-17530) ([md](https://advisorcensus.com/firm/bok-financial-advisors-tulsa-ok-17530.md)) | 17530 | Tulsa, OK | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee, Commissions |
| [Buchanan Capital Management, LLC](https://advisorcensus.com/firm/buchanan-capital-management-llc-nichols-hills-ok-306924) ([md](https://advisorcensus.com/firm/buchanan-capital-management-llc-nichols-hills-ok-306924.md)) | 306924 | Nichols Hills, OK | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Burkholder Wealth Management](https://advisorcensus.com/firm/burkholder-wealth-management-tulsa-ok-305300) ([md](https://advisorcensus.com/firm/burkholder-wealth-management-tulsa-ok-305300.md)) | 305300 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Buwick Group Wealth Management, LLC](https://advisorcensus.com/firm/buwick-group-wealth-management-llc-norman-ok-301978) ([md](https://advisorcensus.com/firm/buwick-group-wealth-management-llc-norman-ok-301978.md)) | 301978 | Norman, OK | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Cadent Capital Advisors, LLC](https://advisorcensus.com/firm/cadent-capital-advisors-llc-tulsa-ok-169704) ([md](https://advisorcensus.com/firm/cadent-capital-advisors-llc-tulsa-ok-169704.md)) | 169704 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee, Other |
| [Castlepoint Wealth Advisors](https://advisorcensus.com/firm/castlepoint-wealth-advisors-oklahoma-city-ok-205512) ([md](https://advisorcensus.com/firm/castlepoint-wealth-advisors-oklahoma-city-ok-205512.md)) | 205512 | Oklahoma City, OK | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Cathedral Square Capital](https://advisorcensus.com/firm/cathedral-square-capital-tulsa-ok-319149) ([md](https://advisorcensus.com/firm/cathedral-square-capital-tulsa-ok-319149.md)) | 319149 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [CCR Investment Advisers, LLC](https://advisorcensus.com/firm/ccr-investment-advisers-llc-ponca-city-ok-298279) ([md](https://advisorcensus.com/firm/ccr-investment-advisers-llc-ponca-city-ok-298279.md)) | 298279 | Ponca City, OK | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Compass Capital Management, LLC](https://advisorcensus.com/firm/compass-capital-management-llc-mcalester-ok-150170) ([md](https://advisorcensus.com/firm/compass-capital-management-llc-mcalester-ok-150170.md)) | 150170 | McAlester, OK | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Compass Coaching and Consulting, LLC](https://advisorcensus.com/firm/compass-coaching-and-consulting-llc-tulsa-ok-327213) ([md](https://advisorcensus.com/firm/compass-coaching-and-consulting-llc-tulsa-ok-327213.md)) | 327213 | Tulsa, OK | State-registered investment adviser | Not reported | 2 | % of assets, Hourly, Fixed fee, Other |
| [Cone Wealth Management](https://advisorcensus.com/firm/cone-wealth-management-tulsa-ok-333870) ([md](https://advisorcensus.com/firm/cone-wealth-management-tulsa-ok-333870.md)) | 333870 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Conkin Financial Group, Inc.](https://advisorcensus.com/firm/conkin-financial-group-inc-edmond-ok-328254) ([md](https://advisorcensus.com/firm/conkin-financial-group-inc-edmond-ok-328254.md)) | 328254 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Corporate Consulting Group, Inc.](https://advisorcensus.com/firm/corporate-consulting-group-inc-tulsa-ok-123761) ([md](https://advisorcensus.com/firm/corporate-consulting-group-inc-tulsa-ok-123761.md)) | 123761 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 22 | Hourly, Fixed fee |
| [Council Oak Wealth Advisors](https://advisorcensus.com/firm/council-oak-wealth-advisors-tulsa-ok-297180) ([md](https://advisorcensus.com/firm/council-oak-wealth-advisors-tulsa-ok-297180.md)) | 297180 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [D.M. Wealth Management, Inc.](https://advisorcensus.com/firm/d-m-wealth-management-inc-norman-ok-128194) ([md](https://advisorcensus.com/firm/d-m-wealth-management-inc-norman-ok-128194.md)) | 128194 | Norman, OK | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee, Other |
| [DBM Advisors, LLC](https://advisorcensus.com/firm/dbm-advisors-llc-oklahoma-city-ok-293138) ([md](https://advisorcensus.com/firm/dbm-advisors-llc-oklahoma-city-ok-293138.md)) | 293138 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Dean Davis Wealth LLC](https://advisorcensus.com/firm/dean-davis-wealth-llc-340949) ([md](https://advisorcensus.com/firm/dean-davis-wealth-llc-340949.md)) | 340949 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Dominion Capital Management, LLC](https://advisorcensus.com/firm/dominion-capital-management-llc-clinton-ok-287620) ([md](https://advisorcensus.com/firm/dominion-capital-management-llc-clinton-ok-287620.md)) | 287620 | Clinton, OK | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Drawbridge Capital](https://advisorcensus.com/firm/drawbridge-capital-tulsa-ok-128636) ([md](https://advisorcensus.com/firm/drawbridge-capital-tulsa-ok-128636.md)) | 128636 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Dustin Rippetoe LLC](https://advisorcensus.com/firm/dustin-rippetoe-llc-edmond-ok-341473) ([md](https://advisorcensus.com/firm/dustin-rippetoe-llc-edmond-ok-341473.md)) | 341473 | Edmond, OK | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [Ellevate Advisors](https://advisorcensus.com/firm/ellevate-advisors-tulsa-ok-307301) ([md](https://advisorcensus.com/firm/ellevate-advisors-tulsa-ok-307301.md)) | 307301 | Tulsa, OK | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee |
| [Empower Financial Advisors, LLC](https://advisorcensus.com/firm/empower-financial-advisors-llc-334722) ([md](https://advisorcensus.com/firm/empower-financial-advisors-llc-334722.md)) | 334722 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Esoteric Wealth Partners LLC](https://advisorcensus.com/firm/esoteric-wealth-partners-llc-edmond-ok-168497) ([md](https://advisorcensus.com/firm/esoteric-wealth-partners-llc-edmond-ok-168497.md)) | 168497 | Edmond, OK | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Everpar Advisors LLC](https://advisorcensus.com/firm/everpar-advisors-llc-tulsa-ok-326468) ([md](https://advisorcensus.com/firm/everpar-advisors-llc-tulsa-ok-326468.md)) | 326468 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Exchange Traded Concepts, LLC](https://advisorcensus.com/firm/exchange-traded-concepts-llc-oklahoma-city-ok-151197) ([md](https://advisorcensus.com/firm/exchange-traded-concepts-llc-oklahoma-city-ok-151197.md)) | 151197 | Oklahoma City, OK | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee |
| [Flatlands Wealth LLC](https://advisorcensus.com/firm/flatlands-wealth-llc-oklahoma-city-ok-338529) ([md](https://advisorcensus.com/firm/flatlands-wealth-llc-oklahoma-city-ok-338529.md)) | 338529 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [FMI](https://advisorcensus.com/firm/fmi-ardmore-ok-117600) ([md](https://advisorcensus.com/firm/fmi-ardmore-ok-117600.md)) | 117600 | Ardmore, OK | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Fourpath Capital Management, LLC](https://advisorcensus.com/firm/fourpath-capital-management-llc-oklahoma-city-ok-313573) ([md](https://advisorcensus.com/firm/fourpath-capital-management-llc-oklahoma-city-ok-313573.md)) | 313573 | Oklahoma City, OK | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [G. Dewayne McAnally](https://advisorcensus.com/firm/g-dewayne-mcanally-oklahoma-city-ok-118511) ([md](https://advisorcensus.com/firm/g-dewayne-mcanally-oklahoma-city-ok-118511.md)) | 118511 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Gaddis Premier Wealth Advisors LLC](https://advisorcensus.com/firm/gaddis-premier-wealth-advisors-llc-durant-ok-317837) ([md](https://advisorcensus.com/firm/gaddis-premier-wealth-advisors-llc-durant-ok-317837.md)) | 317837 | Durant, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Gibbens Capital Management](https://advisorcensus.com/firm/gibbens-capital-management-336649) ([md](https://advisorcensus.com/firm/gibbens-capital-management-336649.md)) | 336649 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Other |
| [Gibco Capital Advisors](https://advisorcensus.com/firm/gibco-capital-advisors-clinton-ok-319407) ([md](https://advisorcensus.com/firm/gibco-capital-advisors-clinton-ok-319407.md)) | 319407 | Clinton, OK | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Greater Works Wealth](https://advisorcensus.com/firm/greater-works-wealth-321786) ([md](https://advisorcensus.com/firm/greater-works-wealth-321786.md)) | 321786 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Hogantaylor Wealth](https://advisorcensus.com/firm/hogantaylor-wealth-tulsa-ok-129696) ([md](https://advisorcensus.com/firm/hogantaylor-wealth-tulsa-ok-129696.md)) | 129696 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Hudson & Associates Wealth Management LLC](https://advisorcensus.com/firm/hudson-and-associates-wealth-management-llc-tulsa-ok-343176) ([md](https://advisorcensus.com/firm/hudson-and-associates-wealth-management-llc-tulsa-ok-343176.md)) | 343176 | Tulsa, OK | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Ideal Financial Planning](https://advisorcensus.com/firm/ideal-financial-planning-oklahoma-city-ok-339608) ([md](https://advisorcensus.com/firm/ideal-financial-planning-oklahoma-city-ok-339608.md)) | 339608 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Integra Private Wealth Management, LLC](https://advisorcensus.com/firm/integra-private-wealth-management-llc-tulsa-ok-323816) ([md](https://advisorcensus.com/firm/integra-private-wealth-management-llc-tulsa-ok-323816.md)) | 323816 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Integrated Planning Strategies, LLC](https://advisorcensus.com/firm/integrated-planning-strategies-llc-oklahoma-city-ok-128804) ([md](https://advisorcensus.com/firm/integrated-planning-strategies-llc-oklahoma-city-ok-128804.md)) | 128804 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Intrepid Financial Services, LLC](https://advisorcensus.com/firm/intrepid-financial-services-llc-oklahoma-city-ok-214513) ([md](https://advisorcensus.com/firm/intrepid-financial-services-llc-oklahoma-city-ok-214513.md)) | 214513 | Oklahoma City, OK | State-registered investment adviser | Not reported | 11 | Fixed fee, Other |
| [Investrust Consulting, LLC](https://advisorcensus.com/firm/investrust-consulting-llc-oklahoma-city-ok-108037) ([md](https://advisorcensus.com/firm/investrust-consulting-llc-oklahoma-city-ok-108037.md)) | 108037 | Oklahoma City, OK | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee, Other |
| [J M Brown Financial Partners](https://advisorcensus.com/firm/j-m-brown-financial-partners-tulsa-ok-118427) ([md](https://advisorcensus.com/firm/j-m-brown-financial-partners-tulsa-ok-118427.md)) | 118427 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ok/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Oklahoma?**
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.

**How many fee-only financial advisors are in Oklahoma?**
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.

**How many financial advisors in Oklahoma offer financial planning?**
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.

**Are the financial advisors in Oklahoma fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Oklahoma](https://advisorcensus.com/advisors/ok) (https://advisorcensus.com/advisors/ok.md)
- [Fee-only financial advisors in Oklahoma](https://advisorcensus.com/advisors/ok/fee-only) (https://advisorcensus.com/advisors/ok/fee-only.md)
- [Hourly financial advisors in Oklahoma](https://advisorcensus.com/advisors/ok/hourly) (https://advisorcensus.com/advisors/ok/hourly.md)
- [Flat-fee financial advisors in Oklahoma City, OK](https://advisorcensus.com/advisors/ok/oklahoma-city/flat-fee) (https://advisorcensus.com/advisors/ok/oklahoma-city/flat-fee.md)
- [Flat-fee financial advisors in Tulsa, OK](https://advisorcensus.com/advisors/ok/tulsa/flat-fee) (https://advisorcensus.com/advisors/ok/tulsa/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Oklahoma: 102 firms from Form ADV filings as of October 2026.