Gibbens Capital Management fees
Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 30, 2026, Gibbens Capital Management (Tulsa, OK) charges a flat or project fee of up to $8,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change.
- Flat or project fee
- Up to $8,000
Can go up to $8,000; the Oklahoma median is $3,000.
“We charge up to $8,000 for Project-Based Financial Planning.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Gibbens Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Gibbens Capital Management
- Principal: Marcus Gibbens
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $15.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 30, 2026
- CRD number
- 336649 (opens in new tab)
- Phone
- (918) 276-4146
Other planners in Tulsa that publish fees
- Ellevate AdvisorsTulsaMonthly $100-$2,000/mo
- Realm Financial PlanningTulsaFlat $300-$3,000, Monthly $250-$835/mo
- Odingard Capital ManagementTulsaQuarterly $1,250/qtr
- Step By Step Financial, LLCTulsaFlat $4,000
- Summit Wealth Group, LLCTulsaHourly up to $300/hr
- Safranek and Associates, LLCTulsaHourly $100-$200/hr, Flat $500-$1,000
Is something on this page wrong or out of date?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.