Olistico Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$10,000

“The negotiated fixed rate for standalone financial planning services is between $1,500 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Olistico Wealth, LLC bills

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

• “Wealth management fees are generally negotiable.”
• “Clients may terminate the agreement without penalty for a full refund of OWL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of OWL’s fees, within five business days of signing the Financial Planning Agreement.”

How Olistico Wealth, LLC’s fees compare

• Its flat or project fee of $1,500-$10,000 spans the Oklahoma median of $2,875. 66% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 7 of the 12 other planners in Tulsa that publish a flat or project fee charge less.

About Olistico Wealth, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Equity compensation

Firm details from Form ADV

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

2.5% a year

Clients

386

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and newsletters and publications

Assets managed

$371,509,330

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

315028

Website

Olisticowealth.com (opens in new tab)

Phone

(918) 863-2005

Can advise clients in 2 states: Oklahoma, Texas

Other planners in Tulsa that publish fees

• 10Elms LLPTulsa$175/hr, $1,000⁠-⁠$3,000
• Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
• Cadent Capital Advisors, LLCTulsa$250⁠-⁠$350/hr
• Chartmark Investments, Inc.Tulsa$150/hr
• Collective Wealth, LLCTulsa$250/hr
• Cone Wealth ManagementTulsa$250/hr, $500⁠-⁠$1,500

Compare all 44 planners in Tulsa