Native American Fund Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated April 30, 2026, Native American Fund Advisors LLC charges $250 an hour for financial planning.

Published fees

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

Hourly rate: $250/hr; “NAFA provides consultation and employee education services for 401(k) plans and can provide asset allocation analysis, portfolio analysis, and security analysis services for an hourly rate of $250.00.”

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

“Our fees are deducted in arrears and are calculated as a percentage of the market value of assets in the portfolio on the last day of the quarter.”
“Fee rates will be negotiable from time to time at our discretion and will be charged on the calendar quarter end for the prior quarter.”
“Management fees can be deducted from the client’s account with written permission or billed directly to the client.”

Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
4 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
Highest asset based fee in brochure: 2.61% a year
Employees: 6
Works with: Charities, businesses, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $38,895,472
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 108149
Website: indianfundadvisors.com (opens in new tab)
Phone: (918) 582-9823

Is something on this page wrong or out of date?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