Financial Advisors in Oklahoma
Browse 92 financial advisors in Oklahoma — page 2 of 2.
l&s private wealth, llc
oklahoma city, OK
lig capital management, llc
oklahoma city, OK
longbow asset management
tulsa, OK
mcguire capital advisors, inc.
bethany, OK
melia wealth llc
tulsa, OK
meliora capital
tulsa, OK
mitchell & pahl private wealth
oklahoma city, OK
native american fund advisors llc
tulsa, OK
nivale capital management
oklahoma city, OK
oak creek private wealth management llc
tulsa, OK
oath planning, llc
tulsa, OK
olistico wealth, llc
tulsa, OK
omega capital
tulsa, OK
perissos private wealth management
bethany, OK
pinnacle investment advisors
tulsa, OK
plains ventures
oklahoma city, OK
plan group financial, inc.
oklahoma city, OK
prescott group capital management l.l.c.
tulsa, OK
r.j. cloud advisors & company
bixby, OK
redstone wealth management, llc
oklahoma city, OK
relation wealth management, inc.
tulsa, OK
retirement investment advisors inc
oklahoma city, OK
revo financial, llc
bartlesville, OK
robert stephen capital management llc
tulsa, OK
sageoak financial, llc
tulsa, OK
scissortail wealth management, llc
tulsa, OK
seraph capital associates, llc
bartlesville, OK
servo wealth management llc
oklahoma city, OK
spur capital partners
bartlesville, OK
summit wealth group, llc
tulsa, OK
sustainable advisors alliance llc
tulsa, OK
sutterfield financial group, inc.
bartlesville, OK
tao private wealth, llc
tulsa, OK
the advisory resource group, llc
tulsa, OK
the legacy financial group, inc.
tulsa, OK
tom johnson investment management, llc
oklahoma city, OK
transcendent capital group
edmond, OK
trinity strategic wealth
tulsa, OK
triton financial group, inc
oklahoma city, OK
vista investment partners llc
oklahoma city, OK
warburton capital management, llc
tulsa, OK
warwick investment group, llc
oklahoma city, OK
wealth oklahoma
tulsa, OK
windle wealth
oklahoma city, 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.