Chartmark Investments, Inc. fees and pricing
Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Chartmark Investments, Inc. charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Services outside the scope of managed assets may be negotiated and billed at an hourly rate, not to exceed $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chartmark Investments, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fee arrangements however will be quoted in advance.”
- “One-fourth of the annual fee is assessed in advance each quarter.”
- “Fees are prorated and billed in arrears for newly established accounts.”
How Chartmark Investments, Inc.’s fees compare
- Its hourly rate of $150 is below the Oklahoma median of $250. 5% of the 41 other Oklahoma planners that publish an hourly rate charge less.
- 1 of the 19 other planners in Tulsa that publish an hourly rate charge less.
About Chartmark Investments, Inc.
“ChartMark provides discretionary portfolio management, investment consulting and financial planning services to individuals, benefit plans, trusts and estates, and businesses. For plan sponsors, ChartMark provides consulting services related to company 401k plans through various third party retirement plan providers.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 76
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $87,564,867
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114812
- Phone
- (918) 477-7685
Other planners in Tulsa that publish fees
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Cadent Capital Advisors, LLCTulsa$250-$350/hr
- Collective Wealth, LLCTulsa$250/hr
- Cone Wealth ManagementTulsa$250/hr, $500-$1,500
- Council Oak Wealth AdvisorsTulsa$250/hr, $2,000-$10,000
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.