Fmi fees and pricing

Financial planner in Ardmore, Oklahoma. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 6, 2026, Fmi charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Additional services beyond the scope of this engagement may be subject to an additional negotiated fee or the stated hourly rate of $150/hour.”

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

“Determination of whether a client is billed annually or quarterly is based on the materiality of the assets in the account or per client request.”
“Accounts which have less than $4,000 under management have a minimum fee of $40 per year, billed quarterly in arrears.”
“The invoice identifies the assets in all accounts included in the billing and formula for computation of the fee.”

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.

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: 1% a year
Clients: 690
Employees: 5
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $318,309,587
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 117600
Website: facebook.com/FMIARDMORE (opens in new tab)
Phone: (580) 226-4058

Can advise clients in 5 states: Arkansas, Louisiana, Nebraska, Oklahoma, Texas

Is something on this page wrong or out of date?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.