Bollinger Financial Advisory, Inc. fees and pricing
Financial planner in Stillwater, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 7, 2026, Bollinger Financial Advisory, Inc. charges $245 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $245/hr
“The fee is $245 per hour, our standard hourly rate.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bollinger Financial Advisory, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is due at the end of each consultation or as billed.”
- “In certain situations, the fee may be negotiable.”
- “Miscellaneous out-of-pocket expenses, such as travel, courier, overnight and certified mail are billed to you.”
How Bollinger Financial Advisory, Inc.’s fees compare
- Its hourly rate of $245 is below the Oklahoma median of $250. 29% of the 41 other Oklahoma planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Bollinger Financial Advisory, Inc.
- Principal: Compliance Officer
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1987 (39 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118873
- Phone
- (405) 624-0015
Other planners in Stillwater that publish fees
- Stillwater FinancialStillwater$500-$5,000, $3,000/yr
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Adaptation Financial Advisors Inc.Oklahoma City$75-$500/hr, $500-$25,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Arrow Investment Management LLCOklahoma City$150/hr
- Aspen Wealth Planners LLCBroken Arrow$250/hr
Is something on this page wrong or out of date?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.