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
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
CFP®
Step By Step Financial, LLC
Broken Arrow, 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.
Stan Rickner
SageOak Financial, 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, serving clients locally and across the country
Scott Logan
CFP®
HoganTaylor Wealth
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
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.
Steve Ellis
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 located in Tulsa, 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
Fee-Only Financial Planner serving the Tulsa, OK area.
Adam Leavitt
CFP®
HoganTaylor Wealth
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
Carol Ringrose Alexander
CFP®, AIF®, CDFA®™, CEPS
Retirement Investment Advisors, Inc.
Oklahoma City, OK
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce mediation
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
Brandon Biles
CFP®
HoganTaylor Wealth
Tulsa, OK
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-only financial planner located in Tulsa, OK, serving clients locally and virtually across the country
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).
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)
