Fee-Only Financial Planners in Tulsa, 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 Tulsa, OK:

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.

Philip Mock

CFA®, CFP®, CPA

1522 Financial

Tulsa, OK

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 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.

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

Brandon Biles

CFP®

HoganTaylor Wealth

Tulsa, OK

Mark Morley

Warburton Capital Management

Tulsa, OK

Jonathan Hall

MBA, CFP®, MSFS

Warburton Capital Management

Tulsa, 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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