What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Oklahoma area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Oklahoma Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jordan Spencer
CFP®
Vox Financial Planning
Edmond, OK
Specialties: Comprehensive Financial Planning, Equity Compensation Planning, In-House Income Evaluation, Tax Planning, Investment Advice
We specialize in the needs of corporate counsels and in-house attorneys. We are located in the Oklahoma City Metro, and connect with all our clients virtually, nationwide.
Craig Canard
HoganTaylor Wealth
Tulsa, OK
Specialties: Financial Planning and Consulting, Tax Planning, Wealth Management, Outsourced Family Office, Investment Management, Retirement Planning, College Education Planning, Endowment and Foundation, 401(k) and Defined Contribution Plans
Disciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals. HoganTaylor has offices in Tulsa, Little Rock, Oklahoma City, and Fayetteville, and we’re growing all the time.
Derrick Alexander
AIF®
Greater Works Wealth
Tulsa, OK
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Financial Education To 401(k)/403(b) Participcants, Retirement Plan Consulting, Tax Planning
Fee-Only financial planner located in Tulsa, OK, serving clients locally and across the country
Kevin Jacobs
CFP®
Step By Step Financial, LLC
Tulsa, OK
Specialties: Investment Management, Tax Planning, Social Security Planning, Charitable Gifting Planning, Comprehensive Financial Planning, Retirement Income Planning
Fee-Only financial planner serving charitably-inclined married couples as they navigate pre and post-retirement and tax planning needs.
Jesse Carlucci
Ph.D, CFP®
Arrow Investment Management
Oklahoma City, OK
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Family financial planner specializing in investments, retirement, and estate planning for clients in Oklahoma and Texas (based out of Oklahoma City).
Brenda Bolander
CFP®, CPA/PFS™
Retirement Investment Advisors
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
Tyler A. Gray
CFP®, CKA®, AIF®
SageOak Financial, LLC
Tulsa, OK
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Wealth Management, Charitable Giving Strategies
Personal Financial Planning & Investment Advice. No confusing jargon. Less financial stress. More time for faith, family, and friends.
Brandon Biles
CFP®
HoganTaylor Wealth
Tulsa, OK
Specialties: Financial Planning and Consulting, Tax Planning, Wealth Management, Outsourced Family Office, Investment Management, Retirement Planning, College Education Planning, Endowment and Foundation, 401(k) and Defined Contribution Plans
Disciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals. HoganTaylor has offices in Tulsa, Little Rock, Oklahoma City, and Fayetteville, and we’re growing all the time.
Mathew Bacon
HoganTaylor Wealth
Tulsa, OK
Specialties: Financial Planning and Consulting, Tax Planning, Wealth Management, Outsourced Family Office, Investment Management, Retirement Planning, College Education Planning, Endowment and Foundation, 401(k) and Defined Contribution Plans
Disciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals. HoganTaylor has offices in Tulsa, Little Rock, Oklahoma City, and Fayetteville, and we’re growing all the time.
Steve Ellis
CFP®, CKA®
SageOak Financial, LLC
Tulsa, OK
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Wealth Management, Charitable Giving Strategies
Personal Financial Planning & Investment Advice. No confusing jargon. Less financial stress. More time for faith, family, and friends.
Sylvia Sterling
CFP®, CDFA®
Retirement Investment Advisors
Oklahoma City, OK
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Planning
Fee-Only financial planner located in Oklahoma City, OK, serving clients locally and across the country
Tracy Ann Miller
CFP®, ChFC®, CLU®
Credent Wealth Management
Oklahoma City, OK
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Randy Thurman
CFP®, CPA/ PFS™
Retirement Investment Advisors
Oklahoma City, OK
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate planning, Social Security Benefits
Since 1991, Retirement Investment Advisors has been the fee-only fiduciary that people seek when they need trusted CERTIFIED FINANCIAL PLANNER® professionals to help navigate the twists and turns of the retirement path.
Andrew Flinton
CFP®
Retirement Investment Advisors
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
Scott Logan
CFP®
HoganTaylor Wealth
Oklahoma City, OK
Specialties: Financial Planning and Consulting, Tax Planning, Wealth Management, Outsourced Family Office, Investment Management, Retirement Planning, College Education Planning, Endowment and Foundation, 401(k) and Defined Contribution Plans
Disciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals. HoganTaylor has offices in Tulsa, Little Rock, Oklahoma City, and Fayetteville, and we’re growing all the time.
Autumn Knutson
CFP®
Styled Wealth
Tulsa, OK
Specialties: Comprehensive Financial Planning, Cash Flow Strategizing, Investment Strategy & Management, Equity Compensation Strategy, Insurance & Benefit Review, Debt Management, College Planning, Estate Planning, Tax & Business Planning
Financial planning and investment management for impact-driven people, bringing their unique vision of a wealthy life to reality.
Stan Rickner
SageOak Financial, LLC
Tulsa, OK
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Wealth Management, Charitable Giving Strategies
Personal Financial Planning & Investment Advice. No confusing jargon. Less financial stress. More time for faith, family, and friends.
Alexx Peralta
CFP®
Retirement Investment Advisors
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
Carol Ringrose Alexander
CFP®, AIF®, CEPS, RLP®, CDFA®
Retirement Investment Advisors
Oklahoma City, OK
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Planning
Fee-Only financial planner located in Oklahoma City, OK, serving clients locally and across the country
Refine Your Search
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)
