Fee-Only Financial Advisors in Oklahoma

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".

Every Oklahoma Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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

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

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.

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).

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

I can work with clients anywhere!

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.

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

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

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

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

Jake Weatherford

CFP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Brian Puckett

CFP® , CPA/PFS, JD

Align Wealth Management

Oklahoma City, OK

Kendall King

CFP®, AEP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Drew Garner

CFP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Dennis Packard

CFP®

Align Wealth Management

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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