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.

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Fee-Only Financial Planners in Oklahoma:

I can work with clients anywhere!

Tyler A. 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.

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

Laura Payne

CFP® , CPA

Align Wealth Management

Oklahoma City, OK

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

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

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

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

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

Carol Ringrose 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

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

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

Kevin Jacobs

Step By Step Financial, LLC

Broken Arrow, OK

Mark Morley

Warburton Capital Management

Tulsa, OK

Kendall King

Castleview Wealth Advisors

Oklahoma City, OK

Harvie Roe

AmeriTrust Investment Advisors, Inc.

Tulsa, OK

Kerrie Beene

Beene Financial Planning

Valliant, OK

Jacob Weatherford

CFP®

Castleview Wealth Advisors

Oklahoma City, OK

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    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

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