{
  "path": "/advisors/ok/flat-fee",
  "url": "https://advisorcensus.com/advisors/ok/flat-fee/page/2",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Oklahoma",
  "filters": {},
  "scope_total": 102,
  "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": "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.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Oklahoma: 102 firms from Form ADV filings as of October 2026.",
  "total_firms": 102,
  "page": 2,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 48,
    "state": 54,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 30
    },
    {
      "code": "percentage_of_aum",
      "count": 97
    },
    {
      "code": "hourly",
      "count": 66
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 102
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 3
    },
    {
      "code": "other",
      "count": 16
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 48
    },
    {
      "code": "5_to_9",
      "count": 24
    },
    {
      "code": "10_to_19",
      "count": 17
    },
    {
      "code": "20_plus",
      "count": 13
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 29
    },
    {
      "code": "25m_100m",
      "count": 20
    },
    {
      "code": "100m_500m",
      "count": 29
    },
    {
      "code": "500m_1b",
      "count": 11
    },
    {
      "code": "1b_5b",
      "count": 6
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 6
    }
  ],
  "firms": [
    {
      "crd_number": 111043,
      "name": "Knightsbridge Advisers LLC",
      "name_as_filed": "KNIGHTSBRIDGE ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/knightsbridge-advisers-llc-bartlesville-ok-111043",
      "city": "Bartlesville",
      "state": "OK",
      "years_registered": 32,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116901,
      "name": "KQ Wealth Management LLC",
      "name_as_filed": "KQ WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/kq-wealth-management-llc-tulsa-ok-116901",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 36,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "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": 116712,
      "name": "Leonard Investment Advisors Inc.",
      "name_as_filed": "LEONARD INVESTMENT ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/leonard-investment-advisors-inc-oklahoma-city-ok-116712",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130489,
      "name": "LIG Capital Management, LLC",
      "name_as_filed": "LIG CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/lig-capital-management-llc-oklahoma-city-ok-130489",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 161452,
      "name": "Main Street Investment Management",
      "name_as_filed": "MAIN STREET INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/main-street-investment-management-edmond-ok-161452",
      "city": "Edmond",
      "state": "OK",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 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": 299187,
      "name": "Oath Planning, LLC",
      "name_as_filed": "OATH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/oath-planning-llc-tulsa-ok-299187",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297861,
      "name": "Odingard Capital Management",
      "name_as_filed": "ODINGARD CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/odingard-capital-management-tulsa-ok-297861",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286410,
      "name": "OK401K, Inc.",
      "name_as_filed": "OK401K, INC.",
      "url": "https://advisorcensus.com/firm/ok401k-inc-oklahoma-city-ok-286410",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315028,
      "name": "Olistico Wealth, LLC",
      "name_as_filed": "OLISTICO WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/olistico-wealth-llc-tulsa-ok-315028",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 116508,
      "name": "Plan Group Financial, Inc.",
      "name_as_filed": "PLAN GROUP FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/plan-group-financial-inc-oklahoma-city-ok-116508",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 311525,
      "name": "Redstone Wealth Management, LLC",
      "name_as_filed": "REDSTONE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/redstone-wealth-management-llc-oklahoma-city-ok-311525",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329961,
      "name": "Relation Wealth Management, Inc.",
      "name_as_filed": "RELATION WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/relation-wealth-management-inc-tulsa-ok-329961",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "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": 106316,
      "name": "Retirement Investment Advisors Inc",
      "name_as_filed": "RETIREMENT INVESTMENT ADVISORS INC",
      "url": "https://advisorcensus.com/firm/retirement-investment-advisors-inc-oklahoma-city-ok-106316",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 33,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172646,
      "name": "Revo Financial, LLC",
      "name_as_filed": "REVO FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/revo-financial-llc-bartlesville-ok-172646",
      "city": "Bartlesville",
      "state": "OK",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118588,
      "name": "Robert Stephen Capital Management LLC",
      "name_as_filed": "ROBERT STEPHEN CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/robert-stephen-capital-management-llc-tulsa-ok-118588",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "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": 166927,
      "name": "Sageoak Financial, LLC",
      "name_as_filed": "SAGEOAK FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/sageoak-financial-llc-tulsa-ok-166927",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338989,
      "name": "Sandman Wealth Management",
      "name_as_filed": "SANDMAN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/sandman-wealth-management-tulsa-ok-338989",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148838,
      "name": "Schreier Financial, LLC",
      "name_as_filed": "SCHREIER FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/schreier-financial-llc-oklahoma-city-ok-148838",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297761,
      "name": "Scissortail Wealth Management, LLC",
      "name_as_filed": "SCISSORTAIL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/scissortail-wealth-management-llc-tulsa-ok-297761",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166392,
      "name": "Signal Research Group LLC",
      "name_as_filed": "SIGNAL RESEARCH GROUP LLC",
      "url": "https://advisorcensus.com/firm/signal-research-group-llc-edmond-ok-166392",
      "city": "Edmond",
      "state": "OK",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146345,
      "name": "Step by Step Financial, LLC",
      "name_as_filed": "STEP BY STEP FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/step-by-step-financial-llc-tulsa-ok-146345",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311084,
      "name": "Stillwater Financial",
      "name_as_filed": "STILLWATER FINANCIAL",
      "url": "https://advisorcensus.com/firm/stillwater-financial-stillwater-ok-311084",
      "city": "Stillwater",
      "state": "OK",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166118,
      "name": "Summit Wealth Group, LLC",
      "name_as_filed": "SUMMIT WEALTH GROUP, LLC",
      "url": "https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312061,
      "name": "Sustainable Advisors Alliance LLC",
      "name_as_filed": "SUSTAINABLE ADVISORS ALLIANCE LLC",
      "url": "https://advisorcensus.com/firm/sustainable-advisors-alliance-llc-tulsa-ok-312061",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115652,
      "name": "Sutterfield Financial Group, Inc.",
      "name_as_filed": "SUTTERFIELD FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/sutterfield-financial-group-inc-bartlesville-ok-115652",
      "city": "Bartlesville",
      "state": "OK",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
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    {
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    {
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    {
      "crd_number": 327252,
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    {
      "crd_number": 324448,
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      "name_as_filed": "TURRENTINE FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/turrentine-financial-services-llc-stigler-ok-324448",
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    },
    {
      "crd_number": 313473,
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    {
      "crd_number": 288541,
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    {
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    },
    {
      "crd_number": 313203,
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      "name_as_filed": "VOX FINANCIAL PLANNING",
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    {
      "crd_number": 131248,
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}