10Elms LLP fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“The fixed fee can range from $1,000 to $3,000, to be agreed in advance, and our hourly rate is $175.”

Flat or project fee

$1,000⁠-⁠$3,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 10Elms LLP bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How 10Elms LLP’s fees compare

• Its hourly rate of $175 is below the Oklahoma median of $250. 20% of the 41 other Oklahoma planners that publish an hourly rate charge less.
• 3 of the 19 other planners in Tulsa that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 spans the Oklahoma median of $2,875. 23% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 3 of the 12 other planners in Tulsa that publish a flat or project fee charge less.

About 10Elms LLP

• Firm size: 5 employees.
• Credentials named in the brochure: CFA.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

37

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$120,572,068

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323398

Website

10elms.com (opens in new tab)

Phone

(918) 812-7998

Can advise clients in 4 states: Kansas, Michigan, Oklahoma, Texas

Other planners in Tulsa that publish fees

• Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
• Cadent Capital Advisors, LLCTulsa$250⁠-⁠$350/hr
• Chartmark Investments, Inc.Tulsa$150/hr
• Collective Wealth, LLCTulsa$250/hr
• Cone Wealth ManagementTulsa$250/hr, $500⁠-⁠$1,500
• Council Oak Wealth AdvisorsTulsa$250/hr, $2,000⁠-⁠$10,000

Compare all 44 planners in Tulsa