Ameritrust Investment Advisors Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Quoted based on services desired Hourly Rate: $300.00 per hour for Certified Financial Planner $175.00 per hour for financial planners/support personnel Investment Advisory Services The published fees are normally deducted from the clients’ assets quarterly and are based upon a percentage of the market value of the…”

Annual fee

$5,000/yr

“Annual fees may be subject to a minimum charge of $5,000 per year.”

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

How Ameritrust Investment Advisors Inc bills

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

• “Fees for such services are negotiable and payable after service is performed.”

How Ameritrust Investment Advisors Inc’s fees compare

• Its hourly rate of $300 is above the Oklahoma median of $250. 66% of the 41 other Oklahoma planners that publish an hourly rate charge less.
• 11 of the 19 other planners in Tulsa that publish an hourly rate charge less.
• Its annual fee of $5,000 matches the Oklahoma median of $5,000. 45% of the 11 other Oklahoma planners that publish an annual fee charge less.

About Ameritrust Investment Advisors Inc

• Firm size: 6 employees.
• Registered as an adviser: 2012 (14 years).

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

1.25% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

116

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$52,370,974

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

108589

Website

argentfinancial.com/subsidiary/ameritrust-investment-advisors (opens in new tab)

Phone

(918) 610-8080

Other planners in Tulsa that publish fees

• 10Elms LLPTulsa$175/hr, $1,000⁠-⁠$3,000
• 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