Financial Advisors in Oklahoma
Browse 92 financial advisors in Oklahoma — page 1 of 2.
10elms llp
tulsa, OK
311 capital management llc
oklahoma city, OK
access financial resources inc.
oklahoma city, OK
acorn capital management
oklahoma city, OK
adaptation financial advisors inc.
oklahoma city, OK
allegiant wealth advisors, llc
tulsa, OK
archambo financial advisors, inc.
bartlesville, OK
argonaut private capital, lp
tulsa, OK
asset management advisors, llc
oklahoma city, OK
atento capital
tulsa, OK
bison capital advisors, llc
oklahoma city, OK
bison capital group, llc
edmond, OK
bok financial advisors
tulsa, OK
burkholder wealth management
tulsa, OK
cadent capital advisors, llc
tulsa, OK
capital advisors, inc.
tulsa, OK
caption management, llc
oklahoma city, OK
castlepoint wealth advisors
oklahoma city, OK
cavanal hill investment management, inc.
tulsa, OK
ce investment management, llc
oklahoma city, OK
chappelwood financial services
edmond, OK
compass capital management, llc
mcalester, OK
comprehensive financial planning inc
oklahoma city, OK
conquer investments, llc
oklahoma city, OK
corporate consulting group, inc.
tulsa, OK
council oak wealth advisors
tulsa, OK
crp management xi, llc
oklahoma city, OK
drawbridge capital
tulsa, OK
epic wealth management, llc
oklahoma city, OK
even herd llc
oklahoma city, OK
everpar advisors llc
tulsa, OK
exchange traded concepts, llc
oklahoma city, OK
f.i.g. financial advisory services, inc.
oklahoma city, OK
fmi
ardmore, OK
forge financial
edmond, OK
fourpath capital management, llc
oklahoma city, OK
fredric e. russell investment management co.
tulsa, OK
g. dewayne mcanally
oklahoma city, OK
gaddis premier wealth advisors llc
durant, OK
gibraltar capital management, inc.
tulsa, OK
hogantaylor wealth
tulsa, OK
hughes warren, inc.
edmond, OK
humphreys capital, llc
oklahoma city, OK
investrust consulting, llc
oklahoma city, OK
j m brown financial partners
tulsa, OK
jackson hole capital partners, llc
tulsa, OK
jm2 capital inc.
edmond, OK
knightsbridge advisers llc
bartlesville, OK
Frequently Asked Questions
How much does a financial advisor cost in Oklahoma?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.