Fee-Only Financial Planners in Oklahoma City, OK

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.

Fee-Only Financial Planners in Oklahoma City, OK:

Brian Puckett

CFP® , CPA/PFS, JD

Align Wealth Management

Oklahoma City, OK

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

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

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

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

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).

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

Drew Garner

CFP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Kendall King

CFP®, AEP®

Castlepoint Wealth Advisors

Oklahoma City, OK

Jake Weatherford

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

    Get Your Checklist

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