Meliora Capital fees and pricing

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

According to its Form ADV Part 2A brochure dated September 30, 2026, Meliora Capital charges $150⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$400/hr; “When clients engage the firm on a consulting basis, hourly fees range from $150$400/hour.”

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

“Clients are billed on a quarterly basis, in arrears, based upon the value of the assets in the client account on the last business day of the previous quarter.”
“The firm reserves the right to make its management fee rate negotiable at its discretion.”

Its hourly rate of $150-$400 spans the Oklahoma median of $250. 61% of the 41 other Oklahoma planners that publish an hourly rate charge less.
10 of the 19 other planners in Tulsa that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 101
Employees: 3
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed: $174,816,740
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 172367
Website: linkedin.com/company/9465034 (opens in new tab)
Phone: (918) 619-6710

Can advise clients in 2 states: 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Is something on this page wrong or out of date?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.