# Hourly financial advisors in Oklahoma

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ok/hourly/page/2

## At a glance

- Investment advisory firms: 85
- Registration: SEC-registered investment adviser: 42, State-registered investment adviser: 43
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 30 (35%); Percentage of assets 80 (94%); Hourly charges 85 (100%); Fixed fees 66 (78%); Commissions 1 (1%); Performance-based fees 5 (6%); Other 11 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 23 (27%); $25 million to $100 million 16 (19%); $100 million to $500 million 30 (35%); $500 million to $1 billion 6 (7%); $1 billion to $5 billion 5 (6%); Not reported 5 (6%)
- Years registered: Under 5 years 33 (39%); 5 to 9 years 19 (22%); 10 to 19 years 16 (19%); 20 years or more 17 (20%)

## Firms (page 2 of 2, 51 to 85 of 85, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [LIG Capital Management, LLC](https://advisorcensus.com/firm/lig-capital-management-llc-oklahoma-city-ok-130489) ([md](https://advisorcensus.com/firm/lig-capital-management-llc-oklahoma-city-ok-130489.md)) | 130489 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Lodestar Asset Management LLC](https://advisorcensus.com/firm/lodestar-asset-management-llc-moore-ok-157419) ([md](https://advisorcensus.com/firm/lodestar-asset-management-llc-moore-ok-157419.md)) | 157419 | Moore, OK | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [Meliora Capital](https://advisorcensus.com/firm/meliora-capital-tulsa-ok-172367) ([md](https://advisorcensus.com/firm/meliora-capital-tulsa-ok-172367.md)) | 172367 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Mitchell & Pahl Private Wealth](https://advisorcensus.com/firm/mitchell-and-pahl-private-wealth-oklahoma-city-ok-307625) ([md](https://advisorcensus.com/firm/mitchell-and-pahl-private-wealth-oklahoma-city-ok-307625.md)) | 307625 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Native American Fund Advisors LLC](https://advisorcensus.com/firm/native-american-fund-advisors-llc-tulsa-ok-108149) ([md](https://advisorcensus.com/firm/native-american-fund-advisors-llc-tulsa-ok-108149.md)) | 108149 | Tulsa, OK | SEC-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [O'Brien Capital Advisors, LLC](https://advisorcensus.com/firm/o-brien-capital-advisors-llc-sapulpa-ok-298766) ([md](https://advisorcensus.com/firm/o-brien-capital-advisors-llc-sapulpa-ok-298766.md)) | 298766 | Sapulpa, OK | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Oath Planning, LLC](https://advisorcensus.com/firm/oath-planning-llc-tulsa-ok-299187) ([md](https://advisorcensus.com/firm/oath-planning-llc-tulsa-ok-299187.md)) | 299187 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Olistico Wealth, LLC](https://advisorcensus.com/firm/olistico-wealth-llc-tulsa-ok-315028) ([md](https://advisorcensus.com/firm/olistico-wealth-llc-tulsa-ok-315028.md)) | 315028 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Palumbo Capital Group, LLC](https://advisorcensus.com/firm/palumbo-capital-group-llc-edmond-ok-334679) ([md](https://advisorcensus.com/firm/palumbo-capital-group-llc-edmond-ok-334679.md)) | 334679 | Edmond, OK | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Perissos Private Wealth Management](https://advisorcensus.com/firm/perissos-private-wealth-management-bethany-ok-217514) ([md](https://advisorcensus.com/firm/perissos-private-wealth-management-bethany-ok-217514.md)) | 217514 | Bethany, OK | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Pinnacle Investment Advisors](https://advisorcensus.com/firm/pinnacle-investment-advisors-tulsa-ok-108086) ([md](https://advisorcensus.com/firm/pinnacle-investment-advisors-tulsa-ok-108086.md)) | 108086 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Performance fee |
| [Render Financial, LLC](https://advisorcensus.com/firm/render-financial-llc-335983) ([md](https://advisorcensus.com/firm/render-financial-llc-335983.md)) | 335983 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Retirement Investment Advisors Inc](https://advisorcensus.com/firm/retirement-investment-advisors-inc-oklahoma-city-ok-106316) ([md](https://advisorcensus.com/firm/retirement-investment-advisors-inc-oklahoma-city-ok-106316.md)) | 106316 | Oklahoma City, OK | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Hourly, Fixed fee |
| [Revo Financial, LLC](https://advisorcensus.com/firm/revo-financial-llc-bartlesville-ok-172646) ([md](https://advisorcensus.com/firm/revo-financial-llc-bartlesville-ok-172646.md)) | 172646 | Bartlesville, OK | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Robert Stephen Capital Management LLC](https://advisorcensus.com/firm/robert-stephen-capital-management-llc-tulsa-ok-118588) ([md](https://advisorcensus.com/firm/robert-stephen-capital-management-llc-tulsa-ok-118588.md)) | 118588 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Safranek and Associates, LLC](https://advisorcensus.com/firm/safranek-and-associates-llc-147231) ([md](https://advisorcensus.com/firm/safranek-and-associates-llc-147231.md)) | 147231 | Not reported, Not reported | State-registered investment adviser | Not reported | 18 | % of assets, Hourly, Fixed fee |
| [Schreier Financial, LLC](https://advisorcensus.com/firm/schreier-financial-llc-oklahoma-city-ok-148838) ([md](https://advisorcensus.com/firm/schreier-financial-llc-oklahoma-city-ok-148838.md)) | 148838 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Signal Research Group LLC](https://advisorcensus.com/firm/signal-research-group-llc-edmond-ok-166392) ([md](https://advisorcensus.com/firm/signal-research-group-llc-edmond-ok-166392.md)) | 166392 | Edmond, OK | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [Stillwater Financial](https://advisorcensus.com/firm/stillwater-financial-stillwater-ok-311084) ([md](https://advisorcensus.com/firm/stillwater-financial-stillwater-ok-311084.md)) | 311084 | Stillwater, OK | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Summit Wealth Group, LLC](https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118) ([md](https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118.md)) | 166118 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Sustainable Advisors Alliance LLC](https://advisorcensus.com/firm/sustainable-advisors-alliance-llc-tulsa-ok-312061) ([md](https://advisorcensus.com/firm/sustainable-advisors-alliance-llc-tulsa-ok-312061.md)) | 312061 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Sutterfield Financial Group, Inc.](https://advisorcensus.com/firm/sutterfield-financial-group-inc-bartlesville-ok-115652) ([md](https://advisorcensus.com/firm/sutterfield-financial-group-inc-bartlesville-ok-115652.md)) | 115652 | Bartlesville, OK | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [TAO Private Wealth, LLC](https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979) ([md](https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979.md)) | 340979 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Tines Capital, LLC](https://advisorcensus.com/firm/tines-capital-llc-tulsa-ok-309650) ([md](https://advisorcensus.com/firm/tines-capital-llc-tulsa-ok-309650.md)) | 309650 | Tulsa, OK | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [TOM Johnson Investment Management, LLC](https://advisorcensus.com/firm/tom-johnson-investment-management-llc-oklahoma-city-ok-104511) ([md](https://advisorcensus.com/firm/tom-johnson-investment-management-llc-oklahoma-city-ok-104511.md)) | 104511 | Oklahoma City, OK | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Hourly, Fixed fee |
| [Transcendent Capital Group](https://advisorcensus.com/firm/transcendent-capital-group-edmond-ok-316872) ([md](https://advisorcensus.com/firm/transcendent-capital-group-edmond-ok-316872.md)) | 316872 | Edmond, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Trilogy Financial Solutions](https://advisorcensus.com/firm/trilogy-financial-solutions-oklahoma-city-ok-168104) ([md](https://advisorcensus.com/firm/trilogy-financial-solutions-oklahoma-city-ok-168104.md)) | 168104 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Triton Financial Group, Inc](https://advisorcensus.com/firm/triton-financial-group-inc-oklahoma-city-ok-309294) ([md](https://advisorcensus.com/firm/triton-financial-group-inc-oklahoma-city-ok-309294.md)) | 309294 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Triunity Financial Planning, LLC](https://advisorcensus.com/firm/triunity-financial-planning-llc-327252) ([md](https://advisorcensus.com/firm/triunity-financial-planning-llc-327252.md)) | 327252 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Turrentine Financial Services LLC](https://advisorcensus.com/firm/turrentine-financial-services-llc-stigler-ok-324448) ([md](https://advisorcensus.com/firm/turrentine-financial-services-llc-stigler-ok-324448.md)) | 324448 | Stigler, OK | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Vault Wealth](https://advisorcensus.com/firm/vault-wealth-oklahoma-city-ok-288541) ([md](https://advisorcensus.com/firm/vault-wealth-oklahoma-city-ok-288541.md)) | 288541 | Oklahoma City, OK | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Wealth Advisors, L.L.C.](https://advisorcensus.com/firm/wealth-advisors-l-l-c-broken-arrow-ok-131248) ([md](https://advisorcensus.com/firm/wealth-advisors-l-l-c-broken-arrow-ok-131248.md)) | 131248 | Broken Arrow, OK | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Windle Wealth](https://advisorcensus.com/firm/windle-wealth-oklahoma-city-ok-285653) ([md](https://advisorcensus.com/firm/windle-wealth-oklahoma-city-ok-285653.md)) | 285653 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Womack Investment Advisers, Inc](https://advisorcensus.com/firm/womack-investment-advisers-inc-edmond-ok-118081) ([md](https://advisorcensus.com/firm/womack-investment-advisers-inc-edmond-ok-118081.md)) | 118081 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [WTO Advisors, LLC](https://advisorcensus.com/firm/wto-advisors-llc-edmond-ok-317923) ([md](https://advisorcensus.com/firm/wto-advisors-llc-edmond-ok-317923.md)) | 317923 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |

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

Cite as: AdvisorCensus. Hourly financial advisors in Oklahoma: 85 firms from Form ADV filings as of October 2026.