Fee-Only Financial Planners in:
Oklahoma

These Oklahoma Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Oklahoma Financial Planners

Tools & Tips

Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.

NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Kevin Jacobs, CFP®, EA
Step By Step Financial, LLC
Broken Arrow OK
Fee-Only Financial Planner servicing clients in the Tulsa, OK area.
Adam Leavitt, CFP®
Disciplined Investments, LLC
Tulsa OK
Fee Only Financial Planner Located in Tulsa, OK and Serving Clients Nationwide
Carol Alexander, CFP®, AIF®, CDFA™
Retirement Investment Advisors, Inc.
Oklahoma City OK
Lindsey McCool, CFP®
Mariner Wealth Advisors - Tulsa
Tulsa OK
Fee Only Financial Planner Located in Tulsa, OK and Serving Clients Nationwide
Randy Thurman, CFP®, CPA, PFS
Retirement Investment Advisors, Inc.
Oklahoma City OK
Fee-Only Financial Advisor serving Oklahoma City, OK area.
Suzanne Wheeler, CFP®, AIF®
Mariner Wealth Advisors - Tulsa
Tulsa OK
Fee Only Financial Planner Located in Tulsa, OK and Serving Clients Nationwide
Jeffrey Yamada, CFP®, MBA, RPCV
MCS Family Wealth Advisors®
Eugene OR, Norman OK
Fee Only Financial Planner with offices in Norman, OK and Eugene, OR
Trey Cooper, CFP®, AIF ®
Mariner Wealth Advisors - Tulsa
Tulsa OK
Fee Only Financial Planner Located in Tulsa, OK and Serving Clients Nationwide