Fiduciary advisors in Oklahoma City, OK
29 registered advisers
Oklahoma City is energy sector wealth from Continental Resources and Devon Energy shapes an advisory market focused on royalty income and mineral rights, and 29 SEC-registered fiduciary firms serve local investors. Of those, 29 are fee-only practices that do not earn commissions from financial product sales. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.
ACCESS FINANCIAL RESOURCES INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$355M
Minimum--
Clients2,483
ACORN CAPITAL MANAGEMENT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$655M
Minimum--
Clients10
ADAPTATION FINANCIAL ADVISORS INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$217M
Minimum--
Clients674
ASSET MANAGEMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$221M
Minimum--
Clients247
BISON CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$250M
Minimum--
Clients522
CAPTION MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.1B
Minimum--
Clients4
CASTLEPOINT WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$605M
Minimum--
Clients1,009
CE INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.7B
Minimum--
Clients6
COMPREHENSIVE FINANCIAL PLANNING INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$183M
Minimum--
Clients342
EPIC WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$112M
Minimum--
Clients389
EVEN HERD LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$53M
Minimum--
Clients1
EXCHANGE TRADED CONCEPTS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$23.0B
Minimum--
Clients130
EXENCIAL WEALTH ADVISORS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$5.3B
Minimum--
Clients9,357
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$152M
Minimum--
Clients547
FOURPATH CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients2,334
G. DEWAYNE MCANALLY
Fee-OnlyAlso Compensated via Product SalesTypical Fee1.35%
AUM$152M
Minimum--
Clients836
HUMPHREYS CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$215M
Minimum--
Clients5
INVESTRUST CONSULTING, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$544M
Minimum--
Clients10
LIG CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$197M
Minimum--
Clients692
MITCHELL & PAHL PRIVATE WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$450M
Minimum--
Clients920
PLAN GROUP FINANCIAL, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$541M
Minimum--
Clients2,693
REDSTONE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$188M
Minimum--
Clients1,122
RETIREMENT INVESTMENT ADVISORS INC
Fee-Only, No ConflictsTypical Fee--
AUM$1.3B
Minimum--
Clients1,381
SERVO WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$149M
Minimum--
Clients307
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients5,871
TRITON FINANCIAL GROUP, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$293M
Minimum--
Clients338
VISTA INVESTMENT PARTNERS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$611M
Minimum--
Clients1,610
WARWICK INVESTMENT GROUP, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.8B
Minimum--
Clients5
WINDLE WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$208M
Minimum--
Clients850