Flatlands Wealth LLC fees and pricing
Financial planner in Oklahoma City, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 20, 2026, Flatlands Wealth LLC charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Fees for financial plans are billed $500 in advance with the balance due upon plan delivery.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Flatlands Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Refunds will be calculated on a pro-rata basis on the percentage completed.”
How Flatlands Wealth LLC’s fees compare
- Its flat or project fee of $500 is below the Oklahoma median of $2,875. 3% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
- None of the 7 other planners in Oklahoma City that publish a flat or project fee charge less.
About Flatlands Wealth LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
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% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $2,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338529
- Phone
- (405) 480-0513
Other planners in Oklahoma City that publish fees
- Adaptation Financial Advisors Inc.Oklahoma City$75-$500/hr, $500-$25,000
- Arrow Investment Management LLCOklahoma City$150/hr
- Axion Capital Markets, LLCOklahoma City$125-$150/hr
- Comprehensive Financial Planning IncOklahoma City$150/hr, $1,000-$5,000
- Fourpath Capital Management, LLCOklahoma City$20,000/yr
- G. Dewayne McanallyOklahoma City$2,500
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.