Council Oak Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fee is $250 per hour and our fixed fee ranges from $2,000 - $10,000.”

Flat or project fee

$2,000⁠-⁠$10,000

From the same sentence as above.

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

How Council Oak Wealth Advisors bills

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

• “Our annual portfolio management fee is billed and payable, quarterly in advance, based on the balance at the end of the billing period for the previous quarter.”
• “Our advisory fee is negotiable, depending on individual client circumstances. 6 At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Council Oak Wealth Advisors’ 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 $2,000-$10,000 spans the Oklahoma median of $2,875. 69% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 8 of the 12 other planners in Tulsa that publish a flat or project fee charge less.

About Council Oak Wealth Advisors

• Firm size: 6 employees.
• Registered as an adviser: 2018 (8 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% a year

Clients

370

Employees

6

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$529,365,864

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297180

Website

counciloakinvestments.com (opens in new tab)

Phone

(918) 984-9110

Can advise clients in 8 states: California, Colorado, Florida, Georgia, Kansas, New Hampshire, Oklahoma, 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
• 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

Compare all 44 planners in Tulsa