Fee-Only Financial Advisors in Tulsa, OK

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

I can work with clients anywhere!

Brandon Biles

CFP®

HoganTaylor Wealth

Tulsa, OK

Specialties: Financial Planning and Consulting, Tax Planning, Wealth Management, Outsourced Family Office, Investment Management, Retirement Planning, College Education Planning, Endowment and Foundation, 401(k) and Defined Contribution Plans

Disciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals. HoganTaylor has offices in Tulsa, Little Rock, Oklahoma City, and Fayetteville, and we’re growing all the time.

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!

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!

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!

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: Financial Planning and Consulting, Tax Planning, Wealth Management, Outsourced Family Office, Investment Management, Retirement Planning, College Education Planning, Endowment and Foundation, 401(k) and Defined Contribution Plans

Disciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals. HoganTaylor has offices in Tulsa, Little Rock, Oklahoma City, and Fayetteville, and we’re growing all the time.

I can work with clients anywhere!

Craig Canard

HoganTaylor Wealth

Tulsa, OK

Specialties: Financial Planning and Consulting, Tax Planning, Wealth Management, Outsourced Family Office, Investment Management, Retirement Planning, College Education Planning, Endowment and Foundation, 401(k) and Defined Contribution Plans

Disciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals. HoganTaylor has offices in Tulsa, Little Rock, Oklahoma City, and Fayetteville, and we’re growing all the time.

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.

  • Refine Your Search

      Search By Zip Code or City


    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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser