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:

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

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.

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

I can work with clients anywhere!

Brooklyn H. Brock

CFP®, CEPA®, CKA®, ChFC®

Ellevate Advisors LLC

Tulsa, OK

Specialties: Financial Life Planning, Business Owner Complexities, Exit Planning

FINANCIAL PLANNING & EXIT COACHING FOR FINANCIAL ADVISORS

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.

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

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

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

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

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

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

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

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

Brian Puckett

CFP® , CPA/PFS, JD

Align Wealth Management

Oklahoma City, OK

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning

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

Kendall King

CFP®, AEP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Mark Morley

Warburton Capital Management

Tulsa, OK

Kerrie Beene

Rooted Planning Group

Valliant, OK

Jake Weatherford

CFP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Mathew Bacon

HoganTaylor Wealth

Tulsa, OK

Phuong Uyen Tran

HoganTaylor Wealth

Tulsa, OK

Jonathan Hall

MBA, CFP®, MSFS

Warburton Capital Management

Tulsa, OK

Brandon Biles

CFP®

HoganTaylor Wealth

Tulsa, OK

Drew Garner

CFP®

Castlepoint 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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