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

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

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

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.

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

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.

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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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