D.m. Wealth Management, Inc. fees and pricing
Financial planner in Norman, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, D.m. Wealth Management, Inc. charges a flat or project fee of $200-$300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$300
“Wealth charges fixed fees between $200 and $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How D.m. Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Wealth bills for several types of services.”
- “The annual fee for portfolio management services is billed quarterly based on the market value of the assets on the last day of the quarter.”
- “Wealth sends the client an invoice showing the amount of the fee, the value of the client’s assets on which the fee is based, and the specific manner in which the fee was calculated.”
How D.m. Wealth Management, Inc.’s fees compare
- Its flat or project fee of $200-$300 is below the Oklahoma median of $2,875. None of the 35 other Oklahoma planners that publish a flat or project fee charge less.
About D.m. Wealth Management, Inc.
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2003 (23 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
- 195
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $47,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128194
- Phone
- (405) 329-8884
Other planners in Oklahoma that publish fees
- 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
- Axion Capital Markets, LLCOklahoma City$125-$150/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.