{
  "path": "/advisors/ok/hourly",
  "url": "https://advisorcensus.com/advisors/ok/hourly",
  "page_type": "state_fee",
  "title": "Hourly financial advisors in Oklahoma",
  "filters": {},
  "scope_total": 85,
  "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 85 investment advisory firms with a principal office in Oklahoma that report hourly charges among their Form ADV Item 5.E compensation arrangements, 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. Hourly financial advisors in Oklahoma: 85 firms from Form ADV filings as of October 2026.",
  "total_firms": 85,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 42,
    "state": 43,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 30
    },
    {
      "code": "percentage_of_aum",
      "count": 80
    },
    {
      "code": "hourly",
      "count": 85
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 66
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 5
    },
    {
      "code": "other",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 33
    },
    {
      "code": "5_to_9",
      "count": 19
    },
    {
      "code": "10_to_19",
      "count": 16
    },
    {
      "code": "20_plus",
      "count": 17
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 23
    },
    {
      "code": "25m_100m",
      "count": 16
    },
    {
      "code": "100m_500m",
      "count": 30
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 5
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "firms": [
    {
      "crd_number": 323398,
      "name": "10ELMS LLP",
      "name_as_filed": "10ELMS LLP",
      "url": "https://advisorcensus.com/firm/10elms-llp-tulsa-ok-323398",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149048,
      "name": "Access Advisory Group LLC",
      "name_as_filed": "ACCESS ADVISORY GROUP LLC",
      "url": "https://advisorcensus.com/firm/access-advisory-group-llc-oklahoma-city-ok-149048",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109495,
      "name": "Access Financial Resources Inc.",
      "name_as_filed": "ACCESS FINANCIAL RESOURCES INC.",
      "url": "https://advisorcensus.com/firm/access-financial-resources-inc-oklahoma-city-ok-109495",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309192,
      "name": "Adaptation Financial Advisors Inc.",
      "name_as_filed": "ADAPTATION FINANCIAL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/adaptation-financial-advisors-inc-oklahoma-city-ok-309192",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108589,
      "name": "Ameritrust Investment Advisors Inc",
      "name_as_filed": "AMERITRUST INVESTMENT ADVISORS INC",
      "url": "https://advisorcensus.com/firm/ameritrust-investment-advisors-inc-tulsa-ok-108589",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129927,
      "name": "Archambo Financial Advisors, Inc.",
      "name_as_filed": "ARCHAMBO FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/archambo-financial-advisors-inc-bartlesville-ok-129927",
      "city": "Bartlesville",
      "state": "OK",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 340326,
      "name": "Axion Capital Markets, LLC",
      "name_as_filed": "AXION CAPITAL MARKETS, LLC",
      "url": "https://advisorcensus.com/firm/axion-capital-markets-llc-oklahoma-city-ok-340326",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324725,
      "name": "Baldwin Financial, LLC",
      "name_as_filed": "BALDWIN FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/baldwin-financial-llc-oklahoma-city-ok-324725",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340859,
      "name": "Belle Isle Advisors",
      "name_as_filed": "BELLE ISLE ADVISORS",
      "url": "https://advisorcensus.com/firm/belle-isle-advisors-340859",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319670,
      "name": "Blessed Financial Investments, LLC",
      "name_as_filed": "BLESSED FINANCIAL INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/blessed-financial-investments-llc-edmond-ok-319670",
      "city": "Edmond",
      "state": "OK",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 17530,
      "name": "BOK Financial Advisors",
      "name_as_filed": "BOK FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/bok-financial-advisors-tulsa-ok-17530",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 29,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118873,
      "name": "Bollinger Financial Advisory, Inc.",
      "name_as_filed": "BOLLINGER FINANCIAL ADVISORY, INC.",
      "url": "https://advisorcensus.com/firm/bollinger-financial-advisory-inc-stillwater-ok-118873",
      "city": "Stillwater",
      "state": "OK",
      "years_registered": 39,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306924,
      "name": "Buchanan Capital Management, LLC",
      "name_as_filed": "BUCHANAN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/buchanan-capital-management-llc-nichols-hills-ok-306924",
      "city": "Nichols Hills",
      "state": "OK",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305300,
      "name": "Burkholder Wealth Management",
      "name_as_filed": "BURKHOLDER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/burkholder-wealth-management-tulsa-ok-305300",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301978,
      "name": "Buwick Group Wealth Management, LLC",
      "name_as_filed": "BUWICK GROUP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/buwick-group-wealth-management-llc-norman-ok-301978",
      "city": "Norman",
      "state": "OK",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169704,
      "name": "Cadent Capital Advisors, LLC",
      "name_as_filed": "CADENT CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cadent-capital-advisors-llc-tulsa-ok-169704",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 205512,
      "name": "Castlepoint Wealth Advisors",
      "name_as_filed": "CASTLEPOINT WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/castlepoint-wealth-advisors-oklahoma-city-ok-205512",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 134318,
      "name": "Chappelwood Financial Services",
      "name_as_filed": "CHAPPELWOOD FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/chappelwood-financial-services-edmond-ok-134318",
      "city": "Edmond",
      "state": "OK",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "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": 150170,
      "name": "Compass Capital Management, LLC",
      "name_as_filed": "COMPASS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/compass-capital-management-llc-mcalester-ok-150170",
      "city": "McAlester",
      "state": "OK",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327213,
      "name": "Compass Coaching and Consulting, LLC",
      "name_as_filed": "COMPASS COACHING AND CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/compass-coaching-and-consulting-llc-tulsa-ok-327213",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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": 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": 297180,
      "name": "Council Oak Wealth Advisors",
      "name_as_filed": "COUNCIL OAK WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/council-oak-wealth-advisors-tulsa-ok-297180",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128194,
      "name": "D.M. Wealth Management, Inc.",
      "name_as_filed": "D.M. WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/d-m-wealth-management-inc-norman-ok-128194",
      "city": "Norman",
      "state": "OK",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293138,
      "name": "DBM Advisors, LLC",
      "name_as_filed": "DBM ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/dbm-advisors-llc-oklahoma-city-ok-293138",
      "city": "Oklahoma City",
      "state": "OK",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340949,
      "name": "Dean Davis Wealth LLC",
      "name_as_filed": "DEAN DAVIS WEALTH LLC",
      "url": "https://advisorcensus.com/firm/dean-davis-wealth-llc-340949",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128636,
      "name": "Drawbridge Capital",
      "name_as_filed": "DRAWBRIDGE CAPITAL",
      "url": "https://advisorcensus.com/firm/drawbridge-capital-tulsa-ok-128636",
      "city": "Tulsa",
      "state": "OK",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "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": 172248,
      "name": "Entrust Parable Capital, LLC",
      "name_as_filed": "ENTRUST PARABLE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/entrust-parable-capital-llc-172248",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168497,
      "name": "Esoteric Wealth Partners LLC",
      "name_as_filed": "ESOTERIC WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/esoteric-wealth-partners-llc-edmond-ok-168497",
      "city": "Edmond",
      "state": "OK",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117600,
      "name": "FMI",
      "name_as_filed": "FMI",
      "url": "https://advisorcensus.com/firm/fmi-ardmore-ok-117600",
      "city": "Ardmore",
      "state": "OK",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": [
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    {
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    {
      "crd_number": 116901,
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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"
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}