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Financial advisors · Oklahoma

Fee-only financial advisors in Oklahoma City, OK

From SEC and state Form ADV filingsUpdated 2026-11-07

29 fee-only investment advisers have offices in Oklahoma City, Oklahoma, according to their Form ADV filings with the SEC and state regulators. 20 offer hourly or flat-fee arrangements, 8 charge only a percentage of the assets they manage, and 19 provide financial planning. 18 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 29 of 29

Plan Group Financial, Inc.

101 N.e. 82nd Street Suite 200, Oklahoma City, OK 73114 · (405) 848-1099

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$690M
Individual clients
1,221
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

Vista Investment Partners LLC

5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118 · (405) 608-5390

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$611M
Individual clients
452
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Lig Capital Management, LLC

3503 N.w. 63rd Street Suite 100, Oklahoma City, OK 73116 · (405) 463-3334

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$250M
Individual clients
406
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Windle Wealth

5740 NW 132nd ST., Oklahoma City, OK 73142 · (405) 261-5202

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$251M
Individual clients
388
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Castlepoint Wealth Advisors

7308 N. Classen Blvd., Oklahoma City, OK 73116 · (405) 705-2906

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$751M
Individual clients
277
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

L&S Private Wealth, LLC

3030 NW Expressway Suite 700, Oklahoma City, OK 73112 · (405) 614-3106

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$109M
Individual clients
101
Advisory staff
1
Registered with
SEC

Profile · SEC record

Trilogy Financial Solutions

Oklahoma City, OK (office address not published) · (405) 990-5952

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.6M
Individual clients
13
Advisory staff
1
Registered with
OK

Profile · Website · SEC record

Axion Capital Markets, LLC

500 N Meridian Ave Ste 100-C, Oklahoma City, OK 73107 · (405) 252-2426

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
OK

Profile · Website · SEC record

OK401K, Inc.

3030 NW Expressway Suite 300, Oklahoma City, OK 73112 · (405) 603-4986

  • Percentage of assets
  • Fixed fee
Assets managed
$53M
Individual clients
128
Advisory staff
1
Registered with
OK

Profile · Website · SEC record

KRB and Associates, Inc

1033 NW Grand Blvd Suite B, Oklahoma City, OK 73118 · (405) 206-6454

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$16M
Individual clients
Under 5
Advisory staff
1
Registered with
OK

Profile · SEC record

Access Financial Resources Inc.

3621 NW 63rd Street Suite A-1, Oklahoma City, OK 73116 · (405) 848-9826

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$411M
Individual clients
472
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

G. Dewayne McAnally

5120 Gaillardia Corporate PL. Suite B, Oklahoma City, OK 73142 · (405) 728-1649

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$170M
Individual clients
399
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Oklahoma City

Another 11 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Oklahoma City?

Form ADV records how firms charge, not what they charge. Of the 29 firms listed here, 20 offer hourly or flat fees and 29 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Oklahoma City advisers selected?

Every registered investment adviser with an office in Oklahoma City that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.