PlannerFees

G. Dewayne Mcanally fees and pricing

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

According to its Form ADV Part 2A brochure dated March 24, 2026, G. Dewayne Mcanally charges a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,500
“The fee is negotiable and will not exceed $2500 for any individual plan.”

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

How G. Dewayne Mcanally bills

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

  • “Fees for our investment management services are normally billed quarterly in advance based on the value of your account on the last business day of the previous quarter.”
  • “Fees will be prorated based on the number of days those services are provided when the account is established or terminated at any time other than the beginning of a calendar quarter.”
  • “Any hourly fees that are charged will be billed directly to the client after the hourly services have been rendered.”

How G. Dewayne Mcanally’s fees compare

  • Its flat or project fee of $2,500 is below the Oklahoma median of $2,875. 31% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
  • 2 of the 7 other planners in Oklahoma City that publish a flat or project fee charge less.

About G. Dewayne Mcanally

“The role of a financial planner is to find ways to help the client understand the client's overall financial situation and help the client set financial objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning

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
1.35% a year
Minimum
$25,000 in assets (stated in brochure)
Clients
399
Employees
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$170,109,509
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
118511
Website
facebook.com/TheFinancialForumRadio (opens in new tab)
Phone
(405) 728-1649

Can advise clients in 3 states: Nebraska, Oklahoma, Texas

Other planners in Oklahoma City that publish fees

Compare all 26 planners in Oklahoma City

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.