PlannerFees

Adaptation Financial Advisors Inc. fees and pricing

Financial planner in Oklahoma City, Oklahoma. Registered with the SEC.

According to its Form ADV Part 2A brochure dated October 4, 2026, Adaptation Financial Advisors Inc. charges $75⁠-⁠$500 an hour and a flat or project fee of $500⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$75⁠-⁠$500/hr
“Adaptation Financial charges an hourly fee ranging from $75.00 to $500.00 per hour.”
Flat or project fee
$500⁠-⁠$25,000
“Fixed or flat fees for a financial plan will range from $500.00 - $25,000.00, depending on the nature and complexity of your circumstances.”

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

How Adaptation Financial Advisors Inc. bills

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

  • “We bill our portfolio management fees in advance, or in arrears, and monthly or quarterly, as determined by the client’s specific advisory arrangement with us.”
  • “The fees payable to Adaptation Financial for third-party advisory services will depend upon the arrangement between Adaptation Financial and the third-party advisor to whom you are referred.”
  • “The fee will be based on the amount of assets managed and could be negotiable.”

How Adaptation Financial Advisors Inc.’s fees compare

  • Its hourly rate of $75-$500 spans the Oklahoma median of $250. 63% of the 41 other Oklahoma planners that publish an hourly rate charge less.
  • 5 of the 6 other planners in Oklahoma City that publish an hourly rate charge less.
  • Its flat or project fee of $500-$25,000 spans the Oklahoma median of $2,875. 89% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
  • 5 of the 7 other planners in Oklahoma City that publish a flat or project fee charge less.

About Adaptation Financial Advisors Inc.

“Adaptation Financial will provide discretionary and non-discretionary portfolio management on a continuous and regular basis, including financial planning, general investment advice, portfolio monitoring, and evaluation, on the terms and conditions specified in the customer profile and advisory agreement signed by…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • College planning

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
2.25% a year
Clients
690
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$233,603,057
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
309192
Website
adaptfa.com (opens in new tab)
Phone
(972) 774-0700

Can advise clients in 8 states: Florida, Iowa, Louisiana, Nebraska, Ohio, Oklahoma, South Carolina, Texas

Other planners in Oklahoma City that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.