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".

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

I can work with clients anywhere!

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

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.

I can work with clients anywhere!

Mathew Bacon

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 across the country

I can work with clients anywhere!

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!

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!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Randy Thurman

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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).

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Annie Tran

CPA

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 across the country

Drew Garner

CFP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Kendall King

CFP®, AEP®, CAP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Jake Weatherford

CFP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Brian Puckett

CFP® , CPA/PFS, JD

Align Wealth Management

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)

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