Fee-only adviser · Edmond, OK
Wto Advisors, LLC
Wto Advisors, LLC is a fee-only investment adviser registered with the securities regulator of Oklahoma, with its main office in Edmond, Oklahoma. On its latest Form ADV, filed May 18, 2026, it reports $85M in regulatory assets under management, 78 individual clients and 1 employee who gives 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 | State-registered: Oklahoma |
|---|---|
| Firm CRD number | 317923 |
| Office | 2952 Via Esperanza Edmond, OK 73013 |
| Phone | (405) 241-1400 |
| Website | www.wealthtrustok.com |
| Regulatory assets under management | $85M |
| Individual clients | 64 non-high-net-worth, 14 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 18, 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 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 Edmond
- Hughes Warren, Inc. $221M
- Conkin Financial Group, Inc. $55M
- Vox Financial Planning $452K
- JM2 Capital Inc. $238M
See all 5 fee-only advisers in Edmond →
Nearby
- Oklahoma City 29 firms
- Bethany 1 firm
- Moore 1 firm
- Norman 3 firms
- NA 1 firm
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