Oath Planning, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 3, 2026, Oath Planning, LLC charges $300⁠-⁠$1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$1,000/hr; “For additional financial services, Oath Planning fees shall be charged on an hourly basis, ranging from $300 to $1,000 per hour, depending on the nature and complexity of Client’s circumstances and upon mutual agreement with Client.”

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

“In certain circumstances, all fees, fee minimums and their applications to family circumstances may be negotiable.”
“Oath Planning will provide the client an invoice showing the amount of the fee, the value of the client's assets on which the fee was based, and the specific manner in which the fee was calculated.”
“Clients should 4 verify the accuracy of the fee calculations in such invoices.”

Its hourly rate of $300-$1,000 is above the Oklahoma median of $250. 95% of the 41 other Oklahoma planners that publish an hourly rate charge less.
17 of the 19 other planners in Tulsa 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: 3% a year
Clients: 502
Employees: 8
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: $284,681,416
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 299187
Website: instagram.com/oathplanning/?hl=en (opens in new tab)
Phone: (888) 534-4330

Is something on this page wrong or out of date?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