PlannerFees

Cone Wealth Management fees and pricing

Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Cone Wealth Management charges $250 an hour and a flat or project fee of $500⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Refunds of the initial setup fee will be based on the amount of time spent at $250 per hour.”
Flat or project fee
$500⁠-⁠$1,500
“This flat fee ranges from $500 to $1,500 dollars and is charged in advance.”

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

How Cone Wealth Management bills

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

  • “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
  • “If margin is utilized, the fees will be billed based on the net asset value of the account.”
  • “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”

How Cone Wealth Management’s fees compare

  • Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
  • 4 of the 19 other planners in Tulsa that publish an hourly rate charge less.
  • Its flat or project fee of $500-$1,500 is below the Oklahoma median of $2,875. 14% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
  • 2 of the 12 other planners in Tulsa that publish a flat or project fee charge less.

About Cone Wealth Management

“Oklahoma Senior Planning Solutions, LLC dba Cone Wealth Management was founded in 2017 and became registered to offer investment advisory services in 2025. Cone Wealth Management offers discretionary and non-discretionary asset management services to advisory Clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Christopher Cone
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Founded: 2017 (9 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.29% a year
Clients
124
Employees
1
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$29,700,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
333870
Phone
(918) 706-5567

Can advise clients in 2 states: Oklahoma, Texas

Other planners in Tulsa that publish fees

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