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Financial advisors · Oklahoma

Fee-only financial advisors in Tulsa, OK

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

30 fee-only investment advisers have offices in Tulsa, Oklahoma, according to their Form ADV filings with the SEC and state regulators. 20 offer hourly or flat-fee arrangements, 9 charge only a percentage of the assets they manage, and 21 provide financial planning. 21 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is 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 30 of 30

Hogantaylor Wealth

2222 S. Utica Place Suite 200, Tulsa, OK 74114 · (918) 388-2690

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$593M
Individual clients
379
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Council Oak Wealth Advisors

8801 S. Yale Avenue Suite 420, Tulsa, OK 74137 · (918) 984-9110

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$529M
Individual clients
370
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Summit Wealth Group, LLC

9175 S Yale Avenue Suite 100, Tulsa, OK 74137 · (888) 439-3041

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$182M
Individual clients
282
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Sageoak Financial, LLC

6120 S Yale Ave Suite 100, Tulsa, OK 74136 · (918) 627-3700

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$175M
Individual clients
263
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Everpar Advisors LLC

2431 E. 61st Street Suite 825, Tulsa, OK 74136 · (918) 221-9290

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$588M
Individual clients
250
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Meliora Capital

5314 S. Yale Ave. Suite 200, Tulsa, OK 74135 · (918) 619-6710

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$175M
Individual clients
101
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Chartmark Investments, Inc.

Utica Place Office Tower 2200 S Utica Place Suite 525, Tulsa, OK 74114 · (918) 477-7685

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$88M
Individual clients
76
Advisory staff
4
Registered with
LA, OK, TX

Profile · Website · SEC record

Tao Private Wealth, LLC

1316 E. 35th Place Suite 200, Tulsa, OK 74105 · (918) 986-7282

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$104M
Individual clients
46
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

10ELMS LLP

2506-B East 21st Street, Tulsa, OK 74114 · (918) 812-7998

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$121M
Individual clients
37
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Cathedral Square Capital

1717 S. Boulder Ave Suite 801, Tulsa, OK 74119 · (539) 233-5160

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$87M
Individual clients
37
Advisory staff
1
Registered with
OK

Profile · Website · SEC record

Tines Capital, LLC

Tulsa, OK (office address not published) · (918) 212-6154

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$5.0M
Individual clients
30
Advisory staff
3
Registered with
OK

Profile · Website · SEC record

Wealth Oklahoma

2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104 · (918) 745-6060

  • Percentage of assets
Assets managed
$356M
Individual clients
166
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Cadent Capital Advisors, LLC

4525 East 91st Street, Tulsa, OK 74137 · (918) 935-3450

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$786M
Individual clients
602
Advisory staff
11
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 Tulsa

Another 3 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 Tulsa?

Form ADV records how firms charge, not what they charge. Of the 30 firms listed here, 20 offer hourly or flat fees and 30 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 Tulsa advisers selected?

Every registered investment adviser with an office in Tulsa 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.