Fee-Only Financial Planners in Oklahoma

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Select a city to refine your search:

Fee-Only Financial Planners in Oklahoma:

Carol Alexander

CFP®, AIF®, CDFA®™

Retirement Investment Advisors, Inc.

Oklahoma City, OK

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Oklahoma City, OK, serving clients locally and across the country

Adam Leavitt

CFP®

Disciplined Investments, LLC

Tulsa, OK

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Tulsa, OK and Serving Clients Nationwide

Scott Logan

CFP®

Disciplined Investments, LLC

Oklahoma City, OK

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Oklahoma City, OK, serving clients locally and across the country

Dennis Packard

CFP®

Align Wealth Management

Oklahoma City, OK

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner with Offices in Oklahoma City, OK and St. Petersburg/Tampa, FL and Serving Clients Nationwide

Randy Thurman

CFP®, CPA, PFS

Retirement Investment Advisors, Inc.

Oklahoma City, OK

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Oklahoma City, OK, serving clients locally and across the country

Jeffrey Yamada

CFP®, MBA, RPCV

MCS Family Wealth Advisors®

Norman, OK

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner with offices in Norman, OK and Eugene, OR

Tyler Gray

CFP®, CKA

SageOak Financial, LLC

Tulsa, OK

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the Tulsa, OK area.

Laura Payne

CFP® , CPA

Align Wealth Management

Oklahoma City, OK

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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