Flat fee financial advisors in Oklahoma
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Oklahoma is $2,750, from 35 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,000-$7,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $2,750 | $2,000-$7,500 | 35 firms |
Flat fee financial advisors in Oklahoma and their published fees
35 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Netadvizor Wealth LLCJenks | Not published | $100-$4,500 | $100/mo |
| Greater Works WealthTulsa | $250/hr | $150-$1,000 | $150-$500/mo |
| D.m. Wealth Management, Inc.Norman | Not published | $200-$300 | Not published |
| UisonetMoore | Not published | $200-$5,000 | Not published |
| Womack Investment Advisers, IncEdmond | $100-$500/hr | $200-$50,000 | Not published |
| Scissortail Wealth Management, LLCTulsa | Not published | $250-$30,000 | Not published |
| Adaptation Financial Advisors Inc.Oklahoma City | $75-$500/hr | $500-$25,000 | Not published |
| Cone Wealth ManagementTulsa | $250/hr | $500-$1,500 | Not published |
| Dean Davis Wealth LLCEdmond | Not published | $500-$5,000 | Not published |
| Dominion Capital Management, LLCClinton | $250/hr | $500-$7,500 | Not published |
| Flatlands Wealth LLCOklahoma City | Not published | $500 | Not published |
| Safranek and Associates, LLCTulsa | $100-$200/hr | $500-$1,000 | Not published |
| Stillwater FinancialStillwater | Not published | $500-$5,000 | $3,000/yr |
| Vox Financial PlanningEdmondNo AUM fee | Not published | $500-$2,500 | $5,000-$50,000/yr |
| Vault WealthOklahoma City | Not published | $850 | $100-$2,000/mo |
| 10Elms LLPTulsa | $175/hr | $1,000-$3,000 | Not published |
| Blessed Financial Investments, LLCEdmond | $100-$500/hr | $1,000-$3,000 | Not published |
| KQ Wealth Management LLCTulsaNo AUM fee | Not published | $1,000-$15,000 | Not published |
| Sandman Wealth ManagementTulsa | Not published | $1,000-$10,000 | Not published |
| Turrentine Financial Services LLCStigler | $200/hr | $1,000 | $200-$400/mo |
| West Oak WealthWeatherford | Not published | $1,000-$5,000 | Not published |
| Everpar Advisors LLCTulsa | Not published | $1,500-$15,000 | Not published |
| Main Street Investment ManagementEdmond | Not published | $1,500-$5,000 | Not published |
| Olistico Wealth, LLCTulsa | Not published | $1,500-$10,000 | Not published |
| Council Oak Wealth AdvisorsTulsa | $250/hr | $2,000-$10,000 | Not published |
| Empower Financial Advisors, LLCTulsa | Not published | $2,500 | Not published |
| G. Dewayne McanallyOklahoma City | Not published | $2,500 | Not published |
| Integra Private Wealth Management, LLCTulsa | $250-$500/hr | $2,500-$10,000 | Not published |
| Realm Financial PlanningTulsa | Not published | $2,500 | $250-$835/mo |
| Render Financial, LLCEdmond | $250/hr | $2,500 | $350/mo |
| Redemptive Wealth Management LLCBixby | $400/hr | $3,000-$10,000 | Not published |
| L&s Private Wealth, LLCOklahoma City | Not published | $7,500 | $2,500-$10,000/mo |
| Conkin Financial Group, Inc.Edmond | Not published | $10,000 | Not published |
| Ideal Financial PlanningOklahoma City | $500/hr | $20,000 | $400-$10,000/mo |
| Mitchell & Pahl Private WealthOklahoma City | Not published | $20,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (56)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Ameritrust Investment Advisors Inc, Tulsa
- Aspen Wealth Planners LLC, Broken Arrow
- Cadent Capital Advisors, LLC, Tulsa
- Compass Capital Management, LLC, Mcalester
- Dustin Rippetoe LLC, Edmond
- Ellevate Advisors, Tulsa
- Fmi, Ardmore
- Fourpath Capital Management, LLC, Oklahoma City
- Gaddis Premier Wealth Advisors LLC, Durant
- Hogantaylor Wealth, Tulsa
- J M Brown Financial Partners, Tulsa
- Leonard Investment Advisors Inc., Oklahoma City
- Oath Planning, LLC, Tulsa
- Odingard Capital Management, Tulsa
- Schreier Financial, LLC, Oklahoma City
- Signal Research Group LLC, Edmond
- Styled Wealth, Jenks
- Summit Wealth Group, LLC, Tulsa
- Triunity Financial Planning, LLC, Edmond
- Windle Wealth, Oklahoma City
- Access Financial Resources Inc., Oklahoma City
- Archambo Financial Advisors, Inc., Bartlesville
- Baldwin Financial, LLC, Oklahoma City
- Buchanan Capital Management, LLC, Oklahoma City
- Burkholder Wealth Management, Tulsa
- Buwick Group Wealth Management, LLC, Norman
- Castlepoint Wealth Advisors, Oklahoma City
- Cathedral Square Capital, Tulsa
- Compass Coaching and Consulting, LLC, Tulsa
- Drawbridge Capital, Tulsa
- Esoteric Wealth Partners LLC, Edmond
- FG Wealth Management, Tulsa
- Future U Financial Inc., Tulsa
- Gibbens Capital Management, Tulsa
- Gibco Capital Advisors, Clinton
- Integrated Planning Strategies, LLC, Oklahoma City
- Lig Capital Management, LLC, Oklahoma City
- Mendenhall Capital Management, Tulsa
- Perissos Private Wealth Management, Bethany
- Plan Group Financial, Inc., Oklahoma City
- Redstone Wealth Management, LLC, Oklahoma City
- Relation Wealth Management, Inc., Tulsa
- Revo Financial, LLC, Bartlesville
- Robert Stephen Capital Management LLC, Tulsa
- Sageoak Financial, LLC, Tulsa
- Step By Step Financial, LLC, Tulsa
- Sustainable Advisors Alliance LLC, Tulsa
- The Legacy Financial Group, Inc., Tulsa
- Tom Johnson Investment Management, LLC, Oklahoma City
- Transcendent Capital Group, Edmond
- Trilogy Financial Solutions, Oklahoma City
- Trinity Strategic Wealth, Tulsa
- Triton Financial Group, Inc, Oklahoma City
- Vista Investment Partners LLC, Oklahoma City
- Winston & Company, Inc., Edmond
- Zelus Wealth Management, Sayre