Fee-only adviser · Tulsa, OK
Scissortail Wealth Management, LLC
Scissortail Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Tulsa, Oklahoma. On its latest Form ADV, filed October 29, 2026, it reports $568M in regulatory assets under management, 475 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 297761 · SEC file 801-114094 |
| Office | 1203 East 33rd Street Suite 100 Tulsa, OK 74105 |
| Phone | (918) 956-0500 |
| Website | www.scissortailwealth.com |
| Regulatory assets under management | $568M ($529M discretionary) |
| Individual clients | 403 non-high-net-worth, 72 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 13 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Tulsa
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- Sustainable Advisors Alliance LLC $235M
- Gibraltar Capital Management, Inc. $1.3B
- Pinnacle Investment Advisors $508M
- Warburton Capital Management, LLC $787M
- Hogantaylor Wealth $593M
See all 30 fee-only advisers in Tulsa →
Nearby
- Broken Arrow 1 firm
- Bixby 1 firm
- Sapulpa 1 firm
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