Cadent Capital Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“These fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.  Individual Financial Planning Services - The hourly Fee for these services is $250 per hour.  Divorce Financial Planning Services – The hourly fee for these services is $350 per hour.”

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

How Cadent Capital Advisors, LLC bills

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

• “The monthly billed amount is rounded to the nearest dollar.”
• “Clients may terminate the agreement without penalty, for full refund of CCA’s fees, within five business days of signing the Investment Advisory Contract.”
• “The fees charged are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Cadent Capital Advisors, LLC’s fees compare

• Its hourly rate of $250-$350 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.

About Cadent Capital Advisors, LLC

• Firm size: 15 employees.
• Founded: 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

2.5% a year

Clients

602

Employees

15

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$785,808,110

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

169704

Website

cadcapital.com (opens in new tab)

Phone

(918) 935-3450

Can advise clients in 11 states: Alabama, Arkansas, California, Colorado, Florida, Kansas, Louisiana, Missouri, Oklahoma, Tennessee, Texas

Other planners in Tulsa that publish fees

• 10Elms LLPTulsa$175/hr, $1,000⁠-⁠$3,000
• Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
• 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