Gaddis Premier Wealth Advisors LLC fees and pricing

Firm size: 16 employees.
Founded: 2021 (5 years).

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

According to its Form ADV Part 2A brochure dated March 30, 2026, Gaddis Premier Wealth Advisors LLC charges $300 an hour 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.

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each quarter, pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $300 is above the Oklahoma median of $250. 66% 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: 2% a year
Clients: 1,458
Employees: 16
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $368,546,461
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 317837
Website: linkedin.com/company/gaddis-premier-wealth-advisors (opens in new tab)
Phone: (580) 745-8133

Is something on this page wrong or out of date?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